Jean-elizabeth HubbardCRD Number: 4065129
Current Firm: Northstar Wealth Management, Inc.
Jean-elizabeth Hubbard (CRD# 4065129) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Columbia, MD and has over 18 years of experience in the finance industry. Jean-elizabeth Hubbard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Northstar Wealth Mgt||Columbia, MD||Jun 2005 - Current||17|
|Lasalle St Securities, LLC||Columbia, MD||Nov 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
Total Assets Under Management30MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$199,316
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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