Oxbow Advisors
47yrs
Top advisor by experience in Austin
9yrs
Based in Austin, Texas, Ryan Jacobs is a fiduciary financial advisor with 9 years of industry experience. Ryan joined HUB Investment Partners in 2024, after seven years at Millennium Advisory Services. HUB Investment Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office900 S. Capital Of TX Highway Suite 350, Austin, TX 78746
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.32 million
Advisors at the firm103
States licensed ?2 states
Services through HUB Investment Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowHUB Investment Partners, LLCCurrent firm
- 2018 – 2025Millennium Advisory Services, Inc.Previously
Contact Ryan
Local office(512) 600-5200Ask for Ryan. (512) 600-5390Main office 900 S. Capital Of TX Highway Suite 350Austin, TX 78746Office · Get directions X (Twitter) pageHUB Investment Partners
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Ryan’s local office at (512) 600-5200 or the HUB Investment Partners main office at (512) 600-5390, and ask for Ryan Jacobs.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
HUB Investment Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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