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Jadon Engle

Advisory Alpha, LLC

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About Jadon Engle

Jadon Engle is an Investment Advisor Representative registered with the state of Michigan. Jadon has been in the financial services industry since 2013 and is currently employed by Advisory Alpha, LLC. Jadon's specializations include 1, 2, 3, 4, 5, and 6. Jadon is a Series 65 licensed individual and has passed the Uniform Investment Adviser Law Examination. Jadon has a history of employment with various organizations including Parma Western, Spring Arbor University, Biggby Coffee, GuideStream Financial, and Christ Fellowship Church.

Firm Information

Jadon Engle is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jadon Engle’s Registration & Firm History

MI

11/20/2023 - Present

Advisory Alpha, LLC (HOLLAND MI)

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Licenses & Designations

IA

Issued 11/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jadon Engle.
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