Jeffrey William Dye
Investment adviser representative at Hub Investment Partners, LLC
10 yearsExperience
2 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
10 years in the industry.
- Hub Investment Partners, LLCAug 2026 to now
- Global Retirement Partners, LLCOct 2025 to now
- Legacy Planning PartnersJun 2016 to now
- LPL Financial LLCOct 2025 to Aug 2026
- Hub International Investment Services Inc.Nov 2024 to Aug 2026
- Commonwealth Financial NetworkOct 2019 to Oct 2025
- Minnesota LifeJun 2016 to Sep 2019
- Securian Financial Services Inc.Jun 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5081871
- Firm CRD
- 307956