Jason Russell Hessler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Hessler Llc
  Westfield, IN
• 06/2018 → 04/2019
  Oneamerica
  Indianapolis, IN
• 11/2013 → 05/2018
  First American Bank
  Artesia, NM
• 05/2021 → Present
  Hub Investment Partners, Llc
  Austin, TX
• 02/2020 → 06/2022
  Alta Trust
  Lone Tree, CO
• 10/2019 → Present
  Graham, Farrer & Wilson
  Elwood, IN

Previous Registrations

• 2019-08-08 → 2021-06-07
  Invst, Llc
  Indianapolis, IN
• 2003-02-06 → 2007-10-12
  Harbour Wealth Partners, Inc.
• 2002-02-18 → 2003-11-10
  Lpl Financial Llc
  Indianapolis, IN

Other Businesses

1. Hessler LLC, Owner, non-investment related, Westfield, IN, Provide estate planning, wealth transfer strategies. Started 04/2007, approx 10 hrs per month, 5 during market hours. 2. Graham, Farrer, & Wilson, non-investment related, Of Counsel, estate settlement services, corporate banking services. Started 07/2019, approx 5 hours a month, 5 during market hours. 3. Full Suite Trust Company, LLC; Yes; Las Vegas, NV; Nevada Retail Trust Company under Nevada Revised Statutes Chapter 669-Retail Trust Companies; Owner; 5/2026; 15 hrs per month; 15 hrs during market hours; Owner and Founder of Full Suite Trust Company LLC.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-06

Designations

• Certified Financial Planner