Dawn Michelle Edwards
Investment adviser representative at Hub Investment Partners, LLC
10 yearsExperience
4 statesRegistered in
$11.9BFirm assets
6 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Hub Investment Partners, LLCMay 2024 to now
- Self-employedFeb 2023 to now
- JPMorgan Chase Bank NAMar 2023 to May 2024
- JPMorgan Securities LLCMar 2023 to May 2024
- Self-employed (vintagesbysunshine)Nov 2022 to May 2024
- Charles Schwab & CoApr 2021 to Mar 2023
- Charles Schwab Bank, SsbApr 2021 to Mar 2023
- TD Ameritrade, Inc.May 2019 to Apr 2021
- Charles Schwab & CoFeb 2017 to May 2019
- Fidelity Brokerage Services LLCAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, TX, VA).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
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
- 4185819
- Firm CRD
- 307956