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Jeannette Mcdonald Hubbard

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio
Clean recordVELA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeannette Mcdonald Hubbard is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with VELA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VELA INVESTMENT MANAGEMENT, LLC
VELA INVESTMENT MANAGEMENT, LLC
AUM
$398M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at VELA INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: MINIMUM FEES
Regulatory
SEC/IARD CRD# 2672948
Firm CRD# 306678
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeannette Mcdonald Hubbard offer?
Jeannette Mcdonald Hubbard specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.
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, working with VELA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
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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Other Advisors at VELA INVESTMENT MANAGEMENT, LLC

Thomas Lennox
NEW ALBANY, OH
Shaun Steiger
NEW ALBANY, OH
Beverly Jean Langley
NEW ALBANY, OH
Brian Hilderbrand
NEW ALBANY, OH
Jason Downey
NEW ALBANY, OH
Robert Mulholand Murphy
NEW ALBANY, OH

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Research
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