Jason R. Hessler

HUB INVESTMENT PARTNERS

Westfield, IN

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CRD#: 4498254

Professional summary

Jason Russell Hessler, CFP® is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Westfield, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Hessler LLC, Owner, non-investment related, Westfield, IN, Provide estate planning, wealth transfer strategies. Started 04/2007, approx 10 hrs per month, 5 during market hours. 2. Graham, Farrer, & Wilson, non-investment related, Of Counsel, estate settlement services, corporate banking services. Started 07/2019, approx 5 hours a month, 5 during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Russell Hessler's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 9, 2022 - Present

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

Westfield, IN

Past

August 8, 2019 - June 7, 2021

INVST, LLC

RIA

CRD#: 282863

INDIANAPOLIS, IN

Past

February 6, 2003 - October 12, 2007

HARBOUR WEALTH PARTNERS, INC.

RIA

CRD#: 122648

INDIANAPOLIS, IN

Past

February 18, 2002 - November 10, 2003

LPL FINANCIAL LLC

RIA

CRD#: 6413

INDIANAPOLIS, IN

Past

February 5, 2002 - November 10, 2003

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Indiana
(5/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/4/2002

General Securities Representative Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Jason R. Hessler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Russell Hessler's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INVESTMENT PARTNERS, LLC

INVST, LLC

HARBOUR WEALTH PARTNERS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/6/2002

Series 7

Date: 2/4/2002

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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