Hub Acquires Oklahoma Retirement Plan Consulting, Financial Services Firm
Hub International Investment Services Inc., member FINRA/SIPC, and a subsidiary of Chicago-based global insurance brokerage Hub International Limited (Hub), has acquired the Oklahoma-based retirement plan consulting and financial services business of Felix Jones, Jones Retirement. Terms of the transaction were not disclosed.
Located in Tulsa, Jones Retirement specializes in long-term investment solutions focused on qualified plans, which adds to Hub’s foundation and expands the firm’s capabilities in the retirement plan space. Felix Jones will join Hub Mid-America as director of Retirement Plan Services, reporting to Stuart DeSelms, president of Hub Mid-America.
Hub International Limited (Hub) provides property and casualty, life and health, employee benefits, investment and risk management products and services.
Source: Hub International Limited