JA
Jeffrey E. Alpert
COMPOSITION WEALTH
Henderson, NV
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CRD#: 7453486
JA
Professional summary
Jeffrey Evan Alpert is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Henderson, Nevada.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffrey has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Jeff Alpert dba Alpert Advisers; Non Investment Related; Santa Monica, CA 90401; Sole Proprietorship; Principal; 100% ownership; 08/2019; Approximately 5% of his time in this capacity per month; Legal services provided to legacy clients. 2) Jeff Alpert is registered as an investment adviser representative of Karp Capital Management Corporation for transition purposes only. 3) Pray.com; Investment Related; Santa Monica, CA. 90401; Limited Liability Company (LLC); Advisor; 01/2021; Approximately Less than 1 hour of his time in this capacity per month; Discuss with company questions relating to podcasting and content agreements.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Evan Alpert's 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®
NoneExperience
Current
November 1, 2022 - Present
COMPOSITION WEALTH, LLC
RIA
CRD#: 143483
Henderson, NV
Past
November 1, 2021 - December 31, 2022
KARP CAPITAL MANAGEMENT CORPORATION
RIA
CRD#: 131834
Sausalito, CA
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".
CW
COMPOSITION WEALTH, LLC
COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.
CRD#: 143483 / SEC#: 801-74711
RIA
Registered Investment Advisory firm - (3/22/2012 Approved)California
Registered Investment Advisory firm - (4/11/2012 Terminated)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(11/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
COMPOSITION WEALTH, LLC
COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.
CRD#: 143483 / SEC#: 801-74711
RIA
Registered Investment Advisory firm - (3/22/2012 Approved)California
Registered Investment Advisory firm - (4/11/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064
Mailing Address
Phone number
(310) 246-1243
Established
Firm type
Fiscal year end
# of Employees
94
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
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.
