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Jensen Lorea

Investment Adviser Representative at HUB INVESTMENT PARTNERS, LLC

Bethesda, MDCRD #6986858Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
3 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
FloridaMarylandTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$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%
$7,000,000 - $9,999,999.990.50%
$10,000,000 and over
Source

HUB Investment Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HUB INVESTMENT PARTNERS, LLCCurrent
10/6/2023Bethesda, MD

Official records & sources

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

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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. Jensen Lorea 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.

Jensen Lorea - Financial Advisor in Bethesda, MD | AdvisorFinder