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Jacqueline M Oprean

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged quarterly in arrears based on the portfolio's value. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform. The firm generally requires a minimum account size of $25,000, but this may be waived under certain circumstances. Alden offers access to financial planning for a fee, billed as a one-time fee or a monthly retainer.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

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

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Judgment / Lien
July 2019
Criminal
February 2011
Final Disposition
Other Business ActivitiesSells Insurance

Jacqueline is a VP of Wealth Management at The Mintz Group, serving entrepreneurs and business owners. She is also a board member of TMG Cares and helps plan events for St. George Romanian Catholic Cathedral.

Employment History
Current Registrations
Alden Investment Group
February 2024 - Present · 1 yr 11 mos
J. Alden Associates, INC.
February 2024 - Present · 1 yr 11 mos
J. Alden Associates, INC.Broker
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
October 2018 - February 2024 · 5 yrs 4 mos
Edward Jones Broker
October 2018 - February 2024 · 5 yrs 4 mos
Morgan Stanley
January 2013 - October 2018 · 5 yrs 9 mos
Morgan Stanley Broker
November 2012 - October 2018 · 5 yrs 11 mos
State Registrations11 states
FLGAIDILINMDMINYOHPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacqueline M Oprean - Financial Advisor | AdvisorDiscover