CJ
ChFC
CJ
ChFC

Cameron Jalbert

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90
Loading...

Location

2050 Main Street, Suite 950, Irvine, CA, 92614

Get directions

History

Regulatory History
Clean regulatory record

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 Advisory Services
October 2025 - Present · 4 mos
Vanderbilt Securities, LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Spire Securities, LLCBroker
July 2021 - October 2025 · 4 yrs 3 mos
Spire Wealth Management, LLC
July 2021 - October 2025 · 4 yrs 3 mos
Chatterton & Associates, Wealth Management Team
May 2013 - June 2021 · 8 yrs 1 mo
Royal Alliance Associates, INC.Broker
February 2013 - June 2021 · 8 yrs 4 mos
State Registrations7 states
CANCNVTNTXUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cameron Jalbert - Financial Advisor | TrueAdvisor