Connect with us
Our website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.


Alpha Cubed Investments Announces Jared Bergstrom, CFA, CFP® Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President


Alpha Cubed Investments announces Jared Bergstrom, CFA, CFP® has joined Alpha Cubed Investments as a Wealth Manager, Vice President

IRVINE, Calif., April 29, 2022 /PRNewswire-PRWeb/ — Alpha Cubed Investments announces Jared Bergstrom, CFA, CFP® has joined Alpha Cubed Investments as a Wealth Manager, Vice President.

Alpha Cubed Investments, a Registered Investment Advisory firm specializing in managing investment portfolios for high-net-worth individuals, is pleased to announce that Jared Bergstrom, CFA, CFP® has joined Alpha Cubed Investments as a Wealth Manager, Vice President.

Prior to joining Alpha Cubed Investments, Jared was most recently a Registered Client Associate at Wells Fargo Advisors, where he worked closely with individual clients and families to help them navigate the investment world through planning and asset allocation. Jared previously served in the United States Marine Corps and is a veteran of 6 years earning a Certificate of Commendation, 2 meritorious promotions, and the Meritorious Mast.

Jared graduated with a degree in business administration (finance) from California State University, Fullerton and is a both a CFP® professional and a CFA® charterholder.

When not working, Jared enjoys spending time with his family, mountain biking, and snowboarding.

“We are excited that an experienced and highly qualified advisor like Jared Bergstrom is joining the ACI team. He will apply his experience, including all his CFP® and CFA training, to help our clients reach their long-term goals. The attention to detail and process that Jared's military experience gave him is also a huge plus. We look forward to his contributions to our process.” – Todd Walsh, CEO, Alpha Cubed Investments

About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser serving clients throughout the U.S. We manage assets for high-net-worth individuals and institutions. Our objective at Alpha Cubed Investments is to protect investor capital using our 3-step investment process with the goal of managing risk and generating long-term investment returns, including both income and capital gains. We offer personalized services to meet each client's financial goals. Alpha Cubed Investments offers custom portfolio management across the risk and return spectrum. For more information, please visit

Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.

Media Contact

Todd Walsh, Alpha Cubed Invesments, 1 800-701-2457,


SOURCE Alpha Cubed Invesments

Editorial & Advertiser disclosure

Call for Entries

Global Banking and Finance Review Awards Nominations 2022
2022 Awards now open. Click Here to Nominate

Newsletters with Secrets & Analysis. Subscribe Now


Global Banking & Finance Review® is a leading financial portal and Print Magazine offering News, Analysis, Opinion, Reviews, Interviews & Videos from the world of Banking, Finance, Business, Trading, Technology, Investing, Brokerage, Foreign Exchange, Tax & Legal, Islamic Finance, Asset & Wealth Management. Copyright © 2010-2021 GBAF Publications Ltd - All Rights Reserved.