Alan Jerome Schryer

Employer firm

Noble Wealth Management, Inc. CRD 169963

$223M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING AND PORTFOLIO REVIEW SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Noble Wealth Management, Inc.
  Aliso Viejo, CA
• 01/1999 → Present
  Noble Tax Specialists
  Aliso Viejo, CA
• 01/1999 → Present
  Noble Real Estate & Mortgage, Inc.
  Aliso Viejo, CA
• 07/1989 → Present
  Majek Llc
  Aliso Viejo, CA
• 10/2014 → 12/2016
  Foothill Securities, Inc.
  Santa Clara, CA
• 12/2016 → 03/2017
  Securities America, Inc.
  Aliso Viejo, CA
• 03/2017 → Present
  B.B. Graham & Company
  Orange, CA
• 01/1999 → Present
  Noble Comprehensive Insurance Services, Inc.
  Aliso Viejo, CA

Previous Registrations

• 2014-11-10 → 2014-11-19
  Foothill Securities, Inc.
  Santa Clara, CA
  Aliso Viejo, CA
  Santa Clara, CA
• 2013-12-02 → 2014-09-12
  Financial Telesis Inc
  San Rafael, CA
  Aliso Viejo, CA
• 2007-09-07 → 2013-12-02
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Aliso Viejo, CA
• 2002-05-23 → 2003-11-18
  Securities America Advisors, Inc.
  Tustin, CA

Other Businesses

1) NOBLE FINANCIAL ADVISORS, INC.; Investment Related; 4299 MacArthur Blvd. Ste. 100, Newport Beach CA 92660; Umbrella company for Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, Noble Comprehensive Insurance Services; 100% Owner; Start Date: January 2021; 100% of hrs./mo. Including trading hours. 2) NOBLE WEALTH MANAGEMENT, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; RIA; Investment Advisor; Start Date: January 1999; 75% hrs./mo., 100% during trading hours. Investment Advisory & Financial Planning. 3) NOBLE REAL ESTATE & MORTGAGE, INC.; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Real estate sales and mortgage origination; 100% Owner; Start Date: January 2021; 10 hrs./mo. Including trading hours; Real estate brokerage and mortgage origination. 4) NOBLE TAX SPECIALISTS, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Tax Preparation; CPA (100% Owner); Start Date: January 1999; 10% hrs./mo. Including trading hours; Tax preparation and bookkeeping. 5) NOBLE COMPREHENSIVE INSURANCE SERVICES, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Insurance Sales; Insurance Agent (100% Owner); Start Date: January 1999; 10% hrs./mo. including trading hours; Annuities, Life, Health, and Property & Casualty Insurance. 6) AJ SCHRYER FINANCIAL SERVICES; Investment Related; 107 Monarch Bay Dr. Dana Point CA 92629; Receipt of deposits from other entities and pays bills of other entities; 100% Owner; Start Date: January 2021; 0 hrs./mo. passive activity. 7) TKS PROPERTY MANAGEMENT; Investment Related; 6B Liberty #130, Aliso Viejo CA 92656; Nature of Business - Real Estate Property Management; Owner; Start Date: July 2020; 2-3 hours/mo.; 0 during trading hours; Duties - collect rent & pay vendors. 8) MAJEK INVESTMENTS, LLC; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Shell entity for personal real estate holdings; 100% Owner; Start Date: January 2020; 0 hrs./mo. 9) PRES 555 MAIN, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: October 2021; 10 hours/mo including trading hours; consulting. 10) PRES McKINLEY, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: November 2021; 10 hours/mo including trading hours; consulting.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-06
• S63 Uniform Securities Agent State Law Examination
  1991-07-23

Designations

• Certified Financial Planner