JB
CFA · CFP
JB
CFA · CFP

Jared William Bergstrom

11 Years of Experience
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 Activities

Jared is a class coordinator for Ramsey Solutions, facilitating personal finance class discussions. This activity requires minimal time each month.

Employment History
Current Registrations
Alpha Cubed Investments, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2014 - April 2022 · 8 yrs
Wells Fargo Clearing Services, LLCBroker
March 2014 - April 2022 · 8 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.