Janine Jefferson Moore

Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-25

TX RA
APPROVED

Since 2026-02-25

Branch Locations

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

920 Memorial City Way Suite 450, Houston, TX 77024 • United States

Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-01-07
CA	RA	APPROVED	2021-01-05
OH	RA	APPROVED	2021-01-04
TX	RA	APPROVED	2021-01-04

IL RA
APPROVED

Since 2021-01-07
CA RA
APPROVED

Since 2021-01-05
OH RA
APPROVED

Since 2021-01-04
TX RA
APPROVED

Since 2021-01-04

Branch Locations

920 Memorial City Way Suite 450, Houston, TX 77024 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peak Financial Group, Llc	Houston	TX	01/2003	03/2019
Lpl Financial Llc	Houston	TX	02/2013	02/2026
Hub International Investment Services, Inc.	Houston	TX	03/2019	Present
Hub International Investment Advisory Services, Inc.	Houston	TX	03/2019	03/2022
Global Retirement Partners, Llc	San Rafael	CA	01/2021	Present
Hub Investment Partners Llc	Austin	TX	02/2026	Present
Hub International Inc.	Chicago	IL	03/2019	Present

01/2003 → 03/2019

Peak Financial Group, Llc

Houston, TX
02/2013 → 02/2026

Lpl Financial Llc

Houston, TX
03/2019 → Present

Hub International Investment Services, Inc.

Houston, TX
03/2019 → 03/2022

Hub International Investment Advisory Services, Inc.

Houston, TX
01/2021 → Present

Global Retirement Partners, Llc

San Rafael, CA
02/2026 → Present

Hub Investment Partners Llc

Austin, TX
03/2019 → Present

Hub International Inc.

Chicago, IL

Previous Registrations

2013-02-22 → 2022-05-13

Lpl Financial Llc

Houston, TX

San Diego, CA

Houston, TX
2019-04-05 → 2022-03-31

Hub International Investment Advisory Services Inc.

Houston, TX
2004-07-30 → 2013-03-01

Mml Investors Services, Llc

Houston, TX

Houston, TX
2006-11-01 → 2007-03-23

Portfolio Advisory Council,L.L.C.

Houston, TX

Other Businesses

1. 02/22/2013 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Time Spent 5% - Life/Health Insurance --includes whole life, term, fixed annuities, DI, LTC, Group Insurance. 2. 3/27/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Senior Vice President, Retirement Practice Leader - Started 03/01/2019 - 140 Hours Per Month During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-21
S63	Uniform Securities Agent State Law Examination	1992-09-18

S66 Uniform Combined State Law Examination

2004-07-21
S63 Uniform Securities Agent State Law Examination

1992-09-18

Other Names

Janie Jefferson Moore
Janine Moore
Janine Diane Jefferson

View on SEC IAPD