Jeffrey Joseph

Employer firm

Jeffrey Joseph Management CRD 329679

$98.7M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2014 → 10/2016
  Centurion Capital Group, Inc.
  Concord, CA
• 08/2014 → 10/2016
  Assetmark Brokerage, Llc
  Concord, CA
• 11/2016 → 12/2023
  Alpha Cubed Investments, Llc
  Irvine, CA
• 01/2024 → Present
  Jeffrey Joseph Management, Inc.
  Thousand Oaks, CA

Previous Registrations

• 2016-11-28 → 2023-12-07
  Alpha Cubed Investments, Llc
  Costa Mesa, CA
  Thousand Oaks, CA
• 2008-07-31 → 2016-10-18
  Assetmark, Inc.
  Encino, CA
• 2006-11-27 → 2008-07-31
  Genworth Financial Asset Management, Inc
  Encino, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-04
• S65 Uniform Investment Adviser Law Examination
  2000-07-21