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MJ
MJ
Marion Anthony Jabczenski
Alpha Cubed Investments, LLC
32 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Education Planning
Charitable Giving
Financial Planning & Coaching
Real Estate Investing
High Net Worth
Alpha Cubed Investments, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.0B
Fee Structure
Investment Management
Planning
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Location
1124 Bristol St., Costa Mesa, CA, 92626
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
August 1985
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Alpha Cubed Investments, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Mercer Global Advisors INC.
August 2012 - October 2012 · 2 mos
Bennett Ross, INC.
Broker
September 2011 - August 2012 · 11 mos
Longhorn Capital Management, LLC
July 2011 - October 2012 · 1 yr 3 mos
Dolphin Securities, INC.
Broker
July 2006 - November 2008 · 2 yrs 4 mos
Iwamoto Kong Wealth Management Group
July 2006 - April 2011 · 4 yrs 9 mos
Fuller Asset Management, LLC
June 2005 - June 2006 · 1 yr
Fidelity Brokerage Services LLC
Broker
August 1999 - May 2005 · 5 yrs 9 mos
Quick & Reilly, INC.
Broker
October 1998 - July 1999 · 9 mos
Strategic Advisers, INC.
July 1997 - May 2005 · 7 yrs 10 mos
Fidelity Brokerage Services, INC.
Broker
July 1995 - September 1998 · 3 yrs 2 mos
Glenfed Brokerage Services
Broker
May 1995 - July 1995 · 2 mos
Independence One Brokerage Services, INC.
Broker
June 1993 - July 1995 · 2 yrs 1 mo
Lehman Brothers INC.
Broker
July 1992 - May 1993 · 10 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.