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Jeffrey Evan Alpert

Miracle Mile Advisors, LLC

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About Jeffrey Evan Alpert

Jeffrey Evan Alpert is an Investment Advisor Representative at Miracle Mile Advisors, LLC. Jeffrey is registered with the state of California as an Investment Advisor Representative. Jeffrey has been in the industry since 2013. Jeffrey has experience in financial planning, pension consulting, and portfolio management. Jeffrey Evan Alpert and Miracle Mile Advisors, LLC have clients that include insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Jeffrey Evan Alpert is also a registered investment advisor representative of Karp Capital Management Corporation for transition purposes only.

Firm Information

Jeffrey Alpert is currently registered with Miracle Mile Advisors, LLC. Miracle Mile Advisors, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. With over 40 advisors and $4.89 billion in regulatory assets under management, Miracle Mile Advisors is committed to providing customized and comprehensive wealth management solutions.
Miracle Mile Advisors, LLC

11300 WEST OLYMPIC BLVD

LOS ANGELES, CA 90064

$4.90B

Assets Under Management

98

Total Clients

43

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 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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Jeffrey Alpert’s Registration & Firm History

CA

11/01/2022 - Present

Miracle Mile Advisors, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/21/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Evan Alpert.
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