Marion
Jabczenski

Alpha Cubed Investments, LLC

CRD#2245629
Investment Advisor
in Irvine, CA

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About this Advisor

Marion Jabczenski is a financial advisor based in Irvine, California, working with Alpha Cubed Investments, LLC. Marion has previously held a position at Alpha Cubed Investments, LLC. Marion has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Marion is part of Alpha Cubed Investments, LLC, which operates out of Irvine, California. The firm has 7 offices and 35 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Alpha Cubed Investments, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

18301 Von Karman Ave. Suite 900
Irvine, CA 92612

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Alpha Cubed Investments, LLC Brokerage Details

Total Assets Under Management

$2,491,321,794

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

35

CA Average: 43
Total Number of Accounts

4,537

CA Average: 3,727
Average Account Size

$549,112

CA Average: $2,033,427

Investment Advisory Services

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

Marion Jabczenski Work History

2023 - Present (1 year)

Alpha Cubed Investments, LLC

2012 - 2023 (11 years)

Alpha Cubed Investments, LLC

Disclosures

Please visit the SEC profile of Marion Jabczenski 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

Simon Chung
Irvine, CA
John Walsh
Irvine, CA
Michael Middendorf
Irvine, CA
Connor Keim
Irvine, CA
Shane Whippo
Irvine, CA
Brian Kofoed
Irvine, CA
Gregory Korbekian
Irvine, CA
Glendon Trullinger
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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