Cameron Jalbert is a ChFC-designated registered investment advisor, based in Irvine, CA, with 13 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2050 Main Street, Suite 950, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cameron is a statutory agent for an insurance corporation and serves on the board of directors for three non-profit organizations: Scholars' Hope, Friendship Shelter, and Crevier Family Foundation. Cameron dedicates a significant amount of time to the insurance position (approximately 80 hours per month, about half his time) and minimal time to the non-profits.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Chatterton & Associates, Wealth Management Team
Royal Alliance Associates, INC.Broker
State Registrations7 states
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
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