Brian Hubert
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Springfield, IL 62704
Credentials
Series 66
Industry experience
7 years
Brian Hubert is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Wells Fargo Bank and Northwestern Mutual Wealth Management Co. Outside of his advisory role, he is involved in public speaking for churches and manages financial oversight responsibilities as an elder at Delta Church. He also operates a retail woodworking business as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large nationwide network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
2353 West Monroe Street
Springfield, IL 62704
Illinois · Texas
Edward Jones
2019 - Present (7 years)
Lowe's
2019 - 2019 (1 year)
Self-employed
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
Northwestern Mutual Wealth Management Co
2018 - 2018 (1 year)
Alec M Shunk
2017 - 2018 (1 year)
Austin D Shunk
2017 - 2018 (1 year)
Brent Shunk CLU
2017 - 2018 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2018 (1 year)
Wells Fargo Bank
2010 - 2017 (7 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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