Marion A. Jabczenski

ALPHA CUBED INVESTMENTS

COSTA MESA, CA 92626

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CRD#: 2245629

Professional summary

Marion Anthony Jabczenski II, who also goes by Anthony M Jabczenski II, Anthony Marion Jabczenski Ii, Anthony Jabczenski, Marion Tony Jabczenski Ii, Tony Jabczenski Ii, is a registered financial advisor currently at ALPHA CUBED INVESTMENTS, LLC located in Costa Mesa, California.

Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Marion has worked at 13 firms and has passed the Series 63, Series 65, Series 7, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony M Jabczenski Ii | Anthony Marion Jabczenski Ii | Anthony Jabczenski | Marion Tony Jabczenski Ii | Tony Jabczenski Ii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marion Anthony Jabczenski II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2012 - Present

ALPHA CUBED INVESTMENTS, LLC

Office #1: 1124 Bristol St., Costa Mesa, CA 92626

RIA

CRD#: 159347

COSTA MESA, CA

Past

August 24, 2012 - October 29, 2012

MERCER GLOBAL ADVISORS INC.

CRD#: 13648

GLENDALE, CA

Past

June 29, 1993 - July 21, 1995

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

CRD#: 17529

FARMINGTON HILLS, MI

Past

July 13, 1992 - May 3, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHA CUBED INVESTMENTS, LLC

ALPHA CUBED INVESTMENTS, LLC | ALPHA RISK INVESTMENTS, LLC | ALPHA RISK INVESTMENTS

CRD#: 159347 / SEC#: 801-77372

RIA

Registered Investment Advisory firm - (11/15/2012 Approved)

California

Registered Investment Advisory firm - (2/16/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/13/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/24/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/28/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/10/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/21/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 2/17/1995

General Securities Principal Examination

Current Firm

ALPHA CUBED INVESTMENTS, LLC

ALPHA CUBED INVESTMENTS, LLC | ALPHA RISK INVESTMENTS, LLC | ALPHA RISK INVESTMENTS

CRD#: 159347 / SEC#: 801-77372

RIA

Registered Investment Advisory firm - (11/15/2012 Approved)

California

Registered Investment Advisory firm - (2/16/2013 Terminated)

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Contact information

Main Address

1124 Bristol St., Costa Mesa, CA 92626

Mailing Address

Phone number

(800) 701-2457

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	4,786
AUM (Assets Under Management)	$ 3,026,637,539

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marion A. Jabczenski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marion Anthony Jabczenski II's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

BENNETT ROSS, INC.

CAPITAL MARKETS IQ, LLC

DOLPHIN SECURITIES, INC.

APRIEM ADVISORS

FULLER ASSET MANAGEMENT, LLC

FIDELITY BROKERAGE SERVICES LLC

QUICK & REILLY, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

GLENFED BROKERAGE SERVICES

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

ALPHA CUBED INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2011

Series 65

Date: 7/28/1992

Series 7

Date: 7/10/1992

Series 8

Date: 2/21/1998

Series 24

Date: 2/17/1995

Current Firm

ALPHA CUBED INVESTMENTS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHA CUBED INVESTMENTS, LLC

TRUST BUT VERIFY

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