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Andrea S
Series 63, Series 65
Charlotte, NC
HB Wealth
Andrea Smith is a financial advisor at HB Wealth with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.
Jared G
Series 66
Charlotte, NC
HB Wealth
Jared Green is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions and advisory support to registered investment companies.
Rebecca W
Series 63, Series 65
Charlotte, NC
HB Wealth
Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.
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