Jared
Oren
Alpha Cubed Investments, LLC
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About this Advisor
Jared Oren is a certified financial planner based out of Irvine, California, with a total of 6 years of industry experience. Oren currently works for Alpha Cubed Investments, LLC. Over the course of their career, Oren has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Alpha Cubed Investments. Oren has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Alpha Cubed Investments, LLC is a business operating out of Irvine, CA. It has offices in seven locations and a total of 35 financial advisors. It oversees $2 billion in assets among its 4,082 client accounts, placing it among the largest firms in the United States by assets under management. Of its 4,082 customer accounts, 52% belong to high-net-worth investors who have at least $1 million in investable assets. Alpha Cubed Investments, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. However, fee types charged by Alpha Cubed Investments, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Cubed Investments, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,955,324,378
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
35
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,082
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$479,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jared Oren Work History
Jared has been registered as a financial advisor for 6 years.*
Alpha Cubed Investments
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Oren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Cubed Investments, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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