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JH

Jean-elizabeth N. Hubbard

NORTHSTAR WEALTH MANAGEMENT
COLUMBIA, MD 21045
Some features on this profile are disabled
CRD#: 4065129
JH

Professional summary


Jean-elizabeth Nemphos Hubbard, CFP®, who also goes by Beth Hubbard, Beth Nemphos, is a registered financial advisor currently at NORTHSTAR WEALTH MANAGEMENT, INC. located in Columbia, Maryland and LASALLE ST SECURITIES, L.L.C. located in Columbia, Maryland.

Jean-elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jean-elizabeth has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Beth Hubbard | Beth Nemphos

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NORTHSTAR WEALTH MANAGEMENT, INC.; REGISTERED INVESTMENT ADVISORY, RIA. - OFFERS FINANCIAL PLANNING SERVICES; FIXED INSURANCE; Windmill Point Real Estate

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jean-elizabeth Nemphos Hubbard's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2007

Experience


Current

October 25, 2005 - Present

NORTHSTAR WEALTH MANAGEMENT, INC.

Office #1: 8600 Snowden River Parkway Suite 208, Columbia, MD 21045
RIA
CRD#: 137062
COLUMBIA, MD
Current

December 20, 1999 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 8600 Snowden River Parkway Suite 208, Columbia, MD 21045
BD
CRD#: 7191
Columbia, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/25/2005)
RR
Colorado
(3/20/2008)
RR
Delaware
(10/14/2004)
RR
Florida
(10/14/2004)
RR
Georgia
(10/14/2004)
RR
Indiana
(1/20/2022)
RR
Kentucky
(3/4/2010)
RR
Maine
(9/21/2021)
RR
Maryland
(12/20/1999)
IAR
Maryland
(10/25/2005)
RR
Michigan
(7/7/2010)
RR
Minnesota
(6/5/2019)
RR
New Jersey
(4/27/2007)
RR
North Carolina
(8/2/2007)
RR
Ohio
(10/15/2004)
RR
Pennsylvania
(10/14/2004)
RR
South Carolina
(10/14/2004)
RR
Virginia
(10/14/2004)
RR
West Virginia
(10/14/2004)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NW
NORTHSTAR WEALTH MANAGEMENT, INC.
NORTHSTAR WEALTH MANAGEMENT, INC.

CRD#: 137062 / SEC#:

Maryland
Registered Investment Advisory firm - (10/25/2005 Approved)
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Contact information


Main Address
8600 Snowden River Parkway Suite 208, Columbia, MD 21045
Mailing Address
Phone number
(410) 379-2005
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 33,945,072

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHSTAR WEALTH MANAGEMENT, INC.

CRD#: 137062Columbia, MD 21045

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