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Jacqueline Oprean

13 Years of Experience
Canton, OH
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jacqueline Oprean is a registered investment advisor, based in Canton, OH, with 13 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Canton, OH

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Judgment / Lien
July 2019
Criminal
February 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jacqueline is a VP of Wealth Management at The Mintz Group, serving entrepreneurs and business owners. She is also a board member of TMG Cares and helps plan events for St. George Romanian Catholic Cathedral.

Employment History
Current Registrations
J. Alden Associates, INC.
February 2024 - Present · 2 yrs 8 mos
Alden Investment Group
February 2024 - Present · 2 yrs 8 mos
J. Alden Associates, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Edward Jones
October 2018 - February 2024 · 5 yrs 4 mos
Edward JonesBroker
October 2018 - February 2024 · 5 yrs 4 mos
Morgan Stanley
January 2013 - October 2018 · 5 yrs 9 mos
Morgan StanleyBroker
November 2012 - October 2018 · 5 yrs 11 mos
State Registrations11 states
FLGAIDILINMDMINYOHPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Jacqueline Oprean - Financial Advisor | TrueAdvisor