Jesse Stubbs
Stubbs Investments · Erie, Colorado
Jesse Stubbs is a fee-only financial advisor at Stubbs Investments in Erie, Colorado. Stubbs Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stubbs Investments |
|---|---|
| Based in | Erie, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $52.1M across 35 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7074072 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stubbsinvest.com |
How Jesse's firm compares
- Stubbs Investments's average account is about $1.5 million, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Jesse
Is Jesse Stubbs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Stubbs Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Stubbs Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jesse Stubbs based?
Jesse Stubbs is based in Erie, Colorado.
Is Jesse Stubbs registered with the SEC?
Yes. Jesse Stubbs is registered as an investment adviser representative in CO (CRD 7074072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stubbs Investments manage?
Stubbs Investments reports $52.1M across 35 accounts in assets under management.
How do I contact Jesse Stubbs?
Through Jesse's website, www.stubbsinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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