Unclaimed Profile

Jacob Shubert

HARDY & HARDY CO LLC·LIMA, Ohio

SIE, Series 7TO, Series 66Clean record2 years registeredHARDY & HARDY CO LLC

3605 SHAWNEE ROAD, LIMA, OH 45806CRD# 7691834Firm CRD# 145088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Shubert · LIMA, OH

Registration

CRD #7691834 · HARDY & HARDY CO LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARDY & HARDY CO LLC

HARDY & HARDY CO LLC

Nov 2023 – May 2024

LIMA, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · November 29, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARDY & HARDY CO LLC

CRD 145088 · SEC 801-129299

AUM

$206M

Regulatory assets under management

Employees

207 client accounts

Services offered by HARDY & HARDY CO LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HARDY & HARDY CO LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Shubert offer?

Jacob Shubert specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jacob Shubert's credentials?

Jacob Shubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Shubert located?

Jacob Shubert is based in LIMA, Ohio, last registered with HARDY & HARDY CO LLC.

How does Jacob Shubert charge for services?

Jacob Shubert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARDY & HARDY CO LLC?

HARDY & HARDY CO LLC has approximately 2 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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