Jaren
Kiser

Alphastar Capital Management

CRD#5537268
Investment Advisor
in Cornelius, NC

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About this Advisor

Jaren Kiser is a financial advisor based in Cornelius, North Carolina, working with Alphastar Capital Management. Jaren has previously held positions at Kiser Planning & Wealth Management, Private Client Services, and Alphastar Capital Management LLC. Jaren has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jaren is part of Alphastar Capital Management, which operates out of Cornelius, North Carolina. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 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, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

19600 West Catawba Avenue Suite B200
Cornelius, NC 28031

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

NC Average: $3,625,019,099
Total Number of Employees

109

NC Average: 22
Total Number of Accounts

10,083

NC Average: 1,917
Average Account Size

$113,749

NC Average: $1,890,985

Investment Advisory Services

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

Jaren Kiser Work History

2021 - Present (4 years)

Alphastar Capital Management LLC

2016 - 2019 (3 years)

Private Client Services

2012 - 2016 (4 years)

Kiser Planning & Wealth Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jaren Kiser 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 Alphastar Capital Management

Andrew Barnett
Cornelius, NC
Michael Kojonen
Hudson, WI
Jordan Hunter
Florence, AL
Logan Ramer
Rochester, MN
Brantley Claunch
Cornelius, NC
Jake Galligan
Fuquay-Varina, NC
Brian Bach
Cornelius, NC
Colton Gentry
Manhattan, KS

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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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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