Unclaimed Profile

Jeannette Mcdonald Hubbard

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio

Series 7, Series 63Clean record6 years registeredVELA INVESTMENT MANAGEMENT, LLC

220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 2672948Firm CRD# 306678

Profile Verification

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

Identity

Jeannette Mcdonald Hubbard · NEW ALBANY, OH

Registration

CRD #2672948 · VELA INVESTMENT MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VELA INVESTMENT MANAGEMENT, LLC

VELA INVESTMENT MANAGEMENT, LLC

Jul 2020 – Dec 2025

Greenwood Village, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VELA INVESTMENT MANAGEMENT, LLC

CRD 306678 · SEC 801-119022

AUM

$398M

Regulatory assets under management

Employees

278 client accounts

Services offered by VELA INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VELA INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeannette Mcdonald Hubbard offer?

Jeannette Mcdonald Hubbard specializes in Financial Planning, Investment Management.

What are Jeannette Mcdonald Hubbard's credentials?

Jeannette Mcdonald Hubbard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeannette Mcdonald Hubbard located?

Jeannette Mcdonald Hubbard is based in NEW ALBANY, Ohio, last registered with VELA INVESTMENT MANAGEMENT, LLC.

How does Jeannette Mcdonald Hubbard charge for services?

Jeannette Mcdonald Hubbard's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: minimum fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VELA INVESTMENT MANAGEMENT, LLC?

VELA INVESTMENT MANAGEMENT, LLC has approximately 25 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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