JE
JE

Jaden Elenbaas

2 Years of Experience
Sells Insurance

Jaden Elenbaas is a registered investment advisor at Advisory Alpha, LLC, based in Zeeland, MI, with 2 years of industry experience. Jaden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None

Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.

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Location

250 S. State Street, Zeeland, MI, 49464

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Jaden is an independent insurance agent selling various insurance products, dedicating a few hours per week to this activity. He is also an employee of F.O.G Management Company, involved in marketing and advertising, and a Wealth Advisor at Vision Financial Group, providing financial, consulting, and insurance services, which takes a full-time commitment.

Employment History
Current Registrations
Advisory Alpha, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
June 2023 - May 2024 · 11 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.