David Ming Jeremiah

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

• 05/2014 → 03/2019
  Unemployed
  Fairfax, VA
• 03/2019 → 08/2022
  Lifetime Fitness
  Fairfax, VA
• 04/2022 → 12/2023
  Inova Health Systems
  Fairfax, VA
• 05/2023 → 05/2024
  Ymca
  Reston, VA
• 10/2023 → 09/2024
  Sovereign Wealth Management
  Vienna, VA
• 10/2020 → 12/2024
  The St. James
  Springfield, VA
• 05/2024 → 09/2024
  Sovereign Wealth Management, Llc
  Vienna, VA
• 08/2024 → 06/2025
  Swimrva
  Richmond, VA
• 09/2024 → 01/2025
  Millennium Advisory Services, Inc
  Glen Allen, VA
• 12/2024 → Present
  Hub Investment Partners, Llc
  Austin, TX

Previous Registrations

• 2024-09-13 → 2025-01-23
  Millennium Advisory Services, Inc.
  Glen Allen, VA
• 2024-05-21 → 2024-09-06
  Sovereign
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30