Jason William Dahl
Investment adviser representative at Hub Investment Partners, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Hub Investment Partners, LLCOct 2023 to now
- Tcg Advisors, LLC a Hub International CompanyOct 2023 to now
- Afs Financial Group, LLCJan 2020 to now
- Commonwealth Financial NetworkJan 2008 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, TX).
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
- 4904558
- Firm CRD
- 307956