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Marion Anthony Jabczenski

Alpha Cubed Investments, LLC

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About Marion Anthony Jabczenski

Marion Anthony Jabczenski is a registered investment advisor representative with Alpha Cubed Investments, LLC in Irvine, California. Marion has been in the industry for over 30 years and holds Series 7, 8, 24, 63, and 65 licenses. Marion has experience with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and corporations. Marion has provided investment advisory services to clients for over 30 years.

Firm Information

Marion Jabczenski is currently registered with Alpha Cubed Investments, LLC. Alpha Cubed Investments, LLC is an Irvine, California-based investment advisor with over 2.4 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors services to individuals and high net worth individuals. The firm has 25 investment advisor representatives and 8 licensed agents.
Alpha Cubed Investments, LLC

18301 VON KARMAN AVE.

IRVINE, CA 92612

$2.49B

Assets Under Management

4

Total Clients

23

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.

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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Marion Jabczenski’s Registration & Firm History

CA

01/01/2025 - Present

Alpha Cubed Investments, LLC (IRVINE CA)

TX

09/12/2011 - 08/06/2012

BENNETT ROSS, INC. (FORT WORTH TX)

CA

07/17/2006 - 11/17/2008

DOLPHIN SECURITIES, INC. (IRVINE CA)

RI

08/19/1999 - 05/31/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

10/21/1998 - 07/28/1999

QUICK & REILLY, INC. (NEW YORK NY)

RI

07/24/1995 - 09/29/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

MI

06/29/1993 - 07/21/1995

INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

CA

05/26/1995 - 07/07/1995

GLENFED BROKERAGE SERVICES (GLENDALE CA)

NY

07/13/1992 - 05/03/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/24/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/28/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/17/1995

Series 24 - General Securities Principal Examination

BC

Issued 07/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Marion Anthony Jabczenski. Review regulatory record here.
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