Jacqueline M. Oprean

ALDEN INVESTMENT GROUP

Canton, OH

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CRD#: 6129929

Professional summary

Jacqueline M Oprean, who also goes by Jacqueline Michele Oprean, Jacqueline M Oprean-polnik, Jacqueline Michele Polnik, is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Canton, Ohio and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jacqueline has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Michele Oprean | Jacqueline M Oprean-Polnik | Jacqueline Michele Polnik

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.

1) The Mintz Group, VP of Wealth Management - March 2025 - serves entrepreneurs and business owners in growing and preserving the wealth in their business. 2) Insurance license 3) TMG Cares - Board Member - a 501c3 serving communities and individuals. in need. Coordinate meetings and keep meeting records. 4) St. George Romanian Catholic Cathedral - planning parish events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline M Oprean'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

February 9, 2024 - Present

ALDEN INVESTMENT GROUP

RIA

CRD#: 317077

Canton, OH

Current

February 9, 2024 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

October 5, 2018 - February 11, 2024

EDWARD JONES

RIA

CRD#: 250

UNIONTOWN, OH

Past

October 5, 2018 - February 11, 2024

EDWARD JONES

CRD#: 250

UNIONTOWN, OH

Past

January 2, 2013 - October 15, 2018

MORGAN STANLEY

RIA

CRD#: 149777

CANTON, OH

Past

November 30, 2012 - October 15, 2018

MORGAN STANLEY

CRD#: 149777

CANTON, OH

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".

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(3/8/2024)

Georgia
(2/9/2024)

Idaho
(2/9/2024)

Illinois
(2/9/2024)

Indiana
(2/9/2024)

Maryland
(2/12/2024)

Michigan
(2/9/2024)

New York
(2/9/2024)

Ohio
(2/9/2024)

IAR

Ohio
(2/9/2024)

Pennsylvania
(2/9/2024)

Virginia
(2/9/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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Contact information

Main Address

37 West Avenue Suite 301, Wayne, PA 19087-3226

Mailing Address

Phone number

(215) 572-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 319,233,679

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Jacqueline M. Oprean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline M Oprean's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

EDWARD JONES

EDWARD JONES

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

ALDEN INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/29/2012

FINRA

Current Firm

ALDEN INVESTMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN INVESTMENT GROUP

TRUST BUT VERIFY

Contact information

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