Christopher Kubert (CRD# 4352945) is an Investment Advisor Representative working at Newedge Advisors in Maumee, OH and has over 18 years of experience in the finance industry. Christopher Kubert 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.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mid Atlantic Capital Corporation | Pittsburgh, PA | May 2021 - Current | 2 |
| Newedge Advisors, LLC | New Orleans, LA | May 2021 - Current | 2 |
| Private Client Services LLC | Louisville, KY | Jun 2017 - Apr 2021 | 3 |
| Executive Wealth Management | Brighton, MI | Jun 2017 - Apr 2021 | 3 |
| The Huntington Investment Company | Columbus, OH | Jun 2015 - Jun 2017 | 2 |
| J.p. Morgan Securities Llc / Chase Bank N.a. | Ann Arbor, MI | Mar 2015 - May 2015 | < 1 |
| J.p. Morgan Securities LLC | Ann Arbor, MI | Oct 2012 - Feb 2015 | 2 |
| The Kubert Executive Team LLC | Canton, MI | Jan 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
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