John
Walsh

Alpha Cubed Investments, LLC

CRD#6560689
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Walsh is a financial advisor based out of Irvine, California with 5 years of industry experience. Walsh is currently employed by Alpha Cubed Investments, LLC. Throughout their career, they have worked at Ucsb Events Center, Fresco Cafe, Jp Morgan Chase, Northwestern Mutual, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Alpha Cubed Investments. Walsh has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in California. Alpha Cubed Investments, LLC is an advisory company headquartered in Irvine, CA. The investment advisory business has offices in seven locations and a total of 35 people on staff. It controls $2 billion in assets across its 4,082 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 4,082 accounts, 52% belong to high-net-worth investors who have greater than $1 million in investable assets. Alpha Cubed Investments, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on the financial services provided. Fees charged by Alpha Cubed Investments, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

18301 Von Karman Ave. Suite 900
Irvine, CA 92612

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alpha Cubed Investments, LLC Brokerage Details

Total Assets Under Management

$1,955,324,378

CA Average: $7,578,581,321
Total Number of Employees

35

CA Average: 43
Total Number of Accounts

4,082

CA Average: 3,727
Average Account Size

$479,011

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Walsh Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Alpha Cubed Investments

2018 - 2018 (< 1 year)

Fidelity Personal And Workplace Advisors

2016 - 2018 (2 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Northwestern Mutual

2014 - 2015 (1 year)

Jp Morgan Chase

2013 - 2014 (1 year)

Fresco Cafe

2011 - 2013 (2 years)

Ucsb Events Center

*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 John Walsh 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

Michael Middendorf
Irvine, CA
Trevor Schwartz
Irvine, CA
Glendon Trullinger
Irvine, CA
Simon Chung
Irvine, CA
Marion Jabczenski
Irvine, CA
Shane Whippo
Irvine, CA
Gregory Korbekian
Irvine, CA
John Walsh
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started