JW
JW

John Randall Walsh

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
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

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Location

1124 Bristol St., Costa Mesa, CA, 92626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a 50% owner of Walsh Rentals AZ, LLC, a rental property business, since March 2023. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Alpha Cubed Investments, LLC
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - October 2018 · 3 mos
Strategic Advisers LLC
November 2017 - July 2018 · 8 mos
Fidelity Brokerage Services LLCBroker
June 2016 - September 2018 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
John Randall Walsh - Financial Advisor | TrueAdvisor