John Robert Sturgis

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

• 03/2014 → 12/2018
  Charles Schwab & Co., Inc.
  Stockton, CA
• 03/2014 → 12/2018
  Charles Schwab Bank
  Stockton, CA
• 12/2018 → 10/2020
  Td Ameritrade
  Albuquerque, NM
• 01/2021 → Present
  Hub Investment Partners, Llc
  Austin, TX

Previous Registrations

• 2021-01-15 → 2021-12-31
  Hub Investment Partners, Llc
  Austin, TX
  Albuquerque, NM
• 2019-01-09 → 2020-09-15
  Td Ameritrade, Inc.
  Albuquerque, NM
• 2019-01-09 → 2020-09-15
  Td Ameritrade Investment Management, Llc
  Albuquerque, NM
• 2014-04-10 → 2018-12-07
  Charles Schwab & Co., Inc.
  Stockton, CA
  Fremont, CA
• 2010-03-16 → 2014-03-11
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Modesto, CA
  Folsom, CA
  Waverly, IA
  La Center, WA
• 2009-07-22 → 2010-03-05
  Lpl Financial Llc
  El Segundo, CA
  Lewisville, TX
  El Segundo, CA
• 2008-05-15 → 2009-06-09
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 2007-08-31 → 2008-05-06
  Lpl Financial Llc
  Sacramento, CA
  Citrus Heights, CA
  Fort Mill, SC
  Rancho Cordova, CA
  Sacramento, CA
• 2006-05-03 → 2007-11-06
  Secu Brokerage Services
  Sacramento, CA
  San Francisco, CA
  Citrus Heights, CA
  Vacaville, CA
• 2005-11-16 → 2006-05-05
  U.S. Bancorp Investments, Inc.
  Citrus Heights, CA
  Citrus Heights, CA
• 2004-10-08 → 2005-02-22
  Secu Brokerage Services
  Sacramento, CA
• 2004-01-28 → 2004-10-07
  Ifmg Securities, Inc.
  Sacramento, CA
• 2003-03-14 → 2003-12-08
  U.S. Bancorp Advisors, Llc
  Sacramento, CA
• 2000-06-29 → 2003-03-06
  Lpl Financial Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-14
• S63 Uniform Securities Agent State Law Examination
  1987-01-19

Designations

• Certified Financial Planner