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Jaren Scott Kiser

Alphastar Capital Management

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About Jaren Scott Kiser

Jaren Scott Kiser is a financial advisor with Alphastar Capital Management. Jaren has been in the industry for over a decade and has experience providing financial advice to a variety of clients, including individuals, families, and businesses. Jaren is a Certified Financial Planner and holds the Series 6, 7, 63, 65 and SIE licenses. Prior to joining Alphastar Capital Management, Jaren was a financial advisor at Private Client Services, LLC, and Sterne Agee Financial Services, Inc. Jaren is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need to make informed financial decisions.

Firm Information

Jaren Kiser is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

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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Jaren Kiser’s Registration & Firm History

NC

06/22/2021 - Present

Alphastar Capital Management (CORNELIUS NC)

NC

06/29/2016 - 01/17/2019

PRIVATE CLIENT SERVICES, LLC (ALBEMARLE NC)

NC

02/23/2012 - 10/26/2012

STERNE AGEE FINANCIAL SERVICES, INC. (CONCORD NC)

NC

08/05/2009 - 03/07/2012

SYNERGY INVESTMENT GROUP, LLC (KANNAPOLIS NC)

GA

08/29/2008 - 08/04/2009

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 07/08/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/27/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaren Scott Kiser.
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