Jason W. Dahl

HUB INVESTMENT PARTNERS

Bethesda, MD 20814

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CRD#: 4904558

Professional summary

Jason William Dahl, CFP®, CIMA®, who also goes by Jason Dahl, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Bethesda, Maryland.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Dahl

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) Renting properties located in Washington DC, as owner, started in October 2008, less than 1% of time, not conducted at branch, not investment related. (2) Alp A. Atabek, LLC ; 20% owner/member of holding company; started April 2021: spends less than 1% of time; conducted at branch; investment related. (3) 1/1/2010 AFS Financial Group, LLC; Trustee; Investment Related, Bethesda/MD; 401K Profit Sharing Plan; less than five hours per month; less than five hours during trading hours; account administration.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason William Dahl'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: 2010

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 6, 2023 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 7700 Old Georgetown Road Suite 630, Bethesda, MD 20814

RIA

CRD#: 307956

Bethesda, MD

Past

February 17, 2020 - December 31, 2024

AFS FINANCIAL GROUP, LLC

RIA

CRD#: 306979

BETHESDA, MD

Past

March 11, 2014 - May 8, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

BETHESDA, MD

Past

January 16, 2008 - May 8, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BETHESDA, MD

Past

March 7, 2005 - August 16, 2007

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

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

Florida
(10/7/2024)

IAR

Maryland
(10/6/2023)

IAR

Texas
(10/6/2023)

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

Series 63

Date: 3/5/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/5/2005

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Jason W. Dahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason William Dahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFS FINANCIAL GROUP, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2008

Series 6

Date: 3/5/2005

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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