Inactive

Jared Raymond Oren

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Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-19
TX	RA	APPROVED	2026-02-17

CA RA
APPROVED

Since 2026-02-19
TX RA
APPROVED

Since 2026-02-17

Branch Locations

1124 Bristol Street, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Irvine	CA	07/2011	06/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	06/2017
Alpha Cubed Investments	Irvine	CA	06/2017	01/2026
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	01/2026	Present

07/2011 → 06/2017

Morgan Stanley Smith Barney

Irvine, CA
01/2015 → 06/2017

Morgan Stanley Private Bank, National Association

New York, NY
06/2017 → 01/2026

Alpha Cubed Investments

Irvine, CA
01/2026 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2017-06-23 → 2026-04-30

Alpha Cubed Investments, Llc

Costa Mesa, CA
2011-09-14 → 2017-06-26

Morgan Stanley

Irvine, CA

Monarch Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-13

S66 Uniform Combined State Law Examination

2011-09-13

Designations

View on SEC IAPD

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