JR
CFP
JR
CFP

Jarryd Mychal Reyes

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.0B

Fee Structure

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Location

1124 Bristol St., Costa Mesa, CA, 92626

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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.

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Other Business ActivitiesSells Insurance

Jarryd is a licensed insurance agent since 2013. He spends minimal time finding life insurance policies for clients when needed as part of their financial plan.

Employment History
Current Registrations
Alpha Cubed Investments, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Spectrum Wealth Management, LLC
March 2021 - January 2025 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - February 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - February 2021 · 1 yr 7 mos
Wescom Financial Services, LLC
July 2018 - July 2019 · 1 yr
Wescom Financial ServicesBroker
February 2016 - July 2019 · 3 yrs 5 mos
Wescom Financial Services, LLC
February 2016 - July 2018 · 2 yrs 5 mos
CUNA Brokerage Services, INC.
February 2014 - February 2016 · 2 yrs
CUNA Brokerage Services, INC.Broker
February 2014 - February 2016 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - February 2014 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - February 2014 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jarryd Mychal Reyes - Financial Advisor | TrueAdvisor