Jeter Hrubala Wealth Strategies Jeter Hrubala Wealth Strategies
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  • 101 W Saint John St Suite 207 Spartanburg, SC 29306
  • T 864.764.1789 F 864.764.1793
  • Map and Directions Map and Directions

  • 103 Palm Boulevard Suite 2C Isle of Palms, SC 29451
  • T 843.405.7232 F 864.764.1793
  • Map and Directions Map and Directions

Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

Your needs are unique, and we believe your investment strategy should be customized to them.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.

  • We are committed to offering you access to quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.

    Our offerings include:

    • Alternative investments
    • Separately managed accounts
    • Unified managed accounts
    • Managed discretionary accounts
    • Wrap accounts
    • Structured products
    • Options
    • Traditional investments, like equities, fixed income, annuities, mutual funds, exchange-traded funds

     

    Investments and account types mentioned may not be suitable for all investors.

  • Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We strive to thoroughly vet the wide array of investment strategies we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.

  • We employ a personalized process to build a customized, diversified investment strategy designed to work toward your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and helps manage your financial plan, adjusting along the way to help meet your changing needs.

    Asset allocation and diversification do not ensure a profit or protect against a loss.

We sift through the many investment strategies, managers and products to uncover unique opportunities for you.

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Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Jeter Hrubala Wealth Strategies Jeter Hrubala Wealth Strategies
  • 864.764.1789
  • Jeter Hrubala Wealth Strategies
  • 101 W Saint John St, Suite 207 | Spartanburg, SC 29306
  • F: 864.764.1793
  • Maps and Directions Maps and Directions
  • 843.405.7232
  • Jeter Hrubala Wealth Strategies
  • 103 Palm Boulevard, Suite 2C | Isle of Palms, SC 29451
  • F: 864.764.1793
  • Maps and Directions Maps and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jeter Hrubala Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Jeter Hrubala Wealth Strategies is located at 101 W Saint John St Ste 20, Spartanburg, SC, 29306‐5167, and you can reach the office at 864‐764‐1789. Any opinions are those of SC Business Review and and Elizabeth (Beth) Hrubala and not necessarily those of Raymond James Financial Services, Inc., or of Raymond James. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk, and you may incur a profit or loss regardless of strategy selected. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, and these matters should be discussed with the appropriate professional. Contributions to a traditional IRA may be tax‐deductible depending on the taxpayer’s income, tax‐filing status, and other factors. Withdrawal of pre‐tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
401(k) plans are long‐term retirement savings vehicles. Withdrawal of pre‐tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Investors should consider, before investing, whether the investor’s or the designated beneficiary’s home state offers any tax or other benefits that are only available for investment in such state’s 529 savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax‐free withdrawals are permitted. Additionally, each converted amount may be subject to its own five‐year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.

Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The forgoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and is does not constitute a recommendation. Any opinions are those of Becca Mathis and not necessarily of Raymond James.