Jared Hubbard

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 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

• 11/2011 → 12/2021
  Rodefer Moss & Pllc
  Knoxville, TN
• 01/2022 → Present
  Prospera Financial Services
  Dallas, TX

Other Businesses

TN Tax Management, LLC; Investment Related - No; 1111 N Northshore Dr., P-250, Knoxville, TN 37919; CPA Tax Business; Self-Employed CPA; Start Date 02/2022; 12 Hours Per Month; 3 Hours During Trading Hours; CPA and handles tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-10