Unclaimed Profile

Jared Raymond Oren

ALPHA CUBED INVESTMENTS, LLC·IRVINE, California

SIE, Series 7, Series 66CFPClean record14 years registeredALPHA CUBED INVESTMENTS, LLC

18301 VON KARMAN AVE., IRVINE, CA 92612CRD# 5837737Firm CRD# 159347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Raymond Oren · IRVINE, CA

Registration

CRD #5837737 · ALPHA CUBED INVESTMENTS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2026 – present

ALPHA CUBED INVESTMENTS, LLC

Jun 2017 – Apr 2026

COSTA MESA, CA

MORGAN STANLEY

Sep 2011 – Jun 2017

MONARCH BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 14, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA CUBED INVESTMENTS, LLC

CRD 159347 · SEC 801-77372

AUM

$2.5B

Regulatory assets under management

Employees

4,537 client accounts

Services offered by ALPHA CUBED INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHA CUBED INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jared Raymond Oren offer?

Jared Raymond Oren specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Jared Raymond Oren's credentials?

Jared Raymond Oren holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jared Raymond Oren located?

Jared Raymond Oren is based in IRVINE, California, working with ALPHA CUBED INVESTMENTS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Jared Raymond Oren charge for services?

Jared Raymond Oren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA CUBED INVESTMENTS, LLC?

ALPHA CUBED INVESTMENTS, LLC has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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