Joseph Ernest Hubbard
Investment adviser representative at Whipplewood Advisors, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$324.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Whipplewood Advisors, LLCFeb 2020 to now
- SelfMar 1992 to now
- First Financial Equity CorporationApr 2010 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Whipplewood Advisors, LLC
$324.5MAssets managed
377Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2128362
- Firm CRD
- 282860