Jacqueline Oprean
Jacqueline Oprean is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 13 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
37 West Avenue, Suite 301, Wayne, PA, 19087-3226
Get directionsHistory
Regulatory History (3)
Financial
January 2020Judgment / Lien
July 2019Criminal
February 2011Other 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.
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations11 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.