Jacqueline M Oprean

Alden Investment Group

13 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningBusiness Owners

Alden Investment Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

978 clients

Average Client Portfolio

$326K average

Assets Under Management

$319.2M

Fee Structure

Minimum Investment:$25K

Location

37 West Avenue, Suite 301, Wayne, PA, 19087-3226

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History

Regulatory History (3)

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. Learn how to evaluate them.

Financial

January 2020

Final

Judgment / Lien

July 2019

Criminal

February 2011

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jacqueline is a VP of Wealth Management at The Mintz Group, serving entrepreneurs and business owners. She is also a board member of TMG Cares and helps plan events for St. George Romanian Catholic Cathedral.