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Jerod H

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Jerod Hubbard is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 1998. Outside of his advisory role, he acts as power of attorney for his brother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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