Joseph Patrick Hubbard

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 01/1991 → Present
  Hubbard Planning Group Inc
  St Johns, FL
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2016 → Present
  Hubbard Financial Planners
  St Johns, FL
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2003-01-17 → 2006-06-30
  Carillon Investments, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

*LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *HUBBARD PLANNING GROUP INC; SAME AS BRANCH; INV REL; INSURANCE; PRESIDENT; START DATE=12/1996; HRS/MO=180; TRADING HRS/MO=130; SALES, SERVICE & MANAGEMENT; *Hubbard Financial Planners; same as branch; inv rel; financial planning, sales and service of financial and insurance contracts; President; start date=02/2016; hrs/mo=200; trading hrs/mo=145; financial planner/advisor to develop financial plans for a fee, sales and service of insurance and investment products

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-14
• S63 Uniform Securities Agent State Law Examination
  2001-01-25

Other Names

• Pat Hubbard