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Jason Russell Hessler

Investment Adviser Representative at HUB Investment Partners, LLC

Westfield, INCRD #4498254Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Russell Hessler is an investment adviser representative with HUB Investment Partners, LLC in Westfield, IN, where they have been registered since 2022. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Invst, LLC and Executive Financial Advisors, Inc. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/6/2002
Series 7
General Securities Representative Examination
Passed 2/4/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HUB Investment Partners, LLCCurrent
5/9/2022 – Westfield, IN
Invst, LLC
8/8/2019 – 6/7/2021Indianapolis, IN
Executive Financial Advisors, Inc.
2/6/2003 – 10/12/2007Indianapolis, IN
Linsco/private Ledger Corp.
2/18/2002 – 11/10/2003Indianapolis, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Hessler LLC
    Apr 2019 – no end date reportedWestfield, IN
  2. Oneamerica
    Jun 2018 – Apr 2019Indianapolis, IN
  3. First American BANK
    Nov 2013 – May 2018Artesia, NM
  4. HUB Investment Partners, LLC
    May 2021 – no end date reportedAustin, TX
  5. Alta Trust
    Feb 2020 – Jun 2022Lone Tree, CO
  6. Graham, Farrer & Wilson
    Oct 2019 – no end date reportedElwood, IN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About HUB Investment Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $99,999.991.50%
  • $100,000 - $999,999.991.25%
  • $1,000,000 - $2,999,999.991.00%
  • $3,000,000 - $6,999,999.990.75%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Active Investment Management, Retirement Income Planning, Tax-Efficient Strategies, Estate & Legacy Guidance, and Risk & Insurance Assessment.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningRetirement Income PlanningTax-efficient StrategiesEstate PlanningLegacy GuidanceRisk AssessmentInsurance AssessmentFiduciaryTexas LandownersLocal Business Owners

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
116
Offices listed on AdvisorFinder:
10
Main office:
Austin, TX
SEC file number:
801-118346

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Russell Hessler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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