Unclaimed
Henry Jason McClurg is an investment advisor representative who currently works for Alphacore Capital LLC. Henry has experience in the industry since May 2009. Henry has a Series 66, Series 7 and SIE licenses. He has been registered in California since 2024. Henry was previously registered with CHARLES SCHWAB & CO., INC. and CITIGROUP GLOBAL MARKETS INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting and client servicing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
09/11/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
CA
05/11/2009 - 01/08/2024
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
08/30/2007 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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