Jacob Alden (CRD# 6831596) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Bedford, NH and has 1 year of experience in the finance industry.
CRD# 1388001
Tcg Wealth Management
CRD# 4184314
Kestra Advisory Services, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aurelius Family Office, LLC | Bedford, NH | Jan 2023 - Current | 1 |
| Mclean Asset Management Corporationbed | Bedford, NH | Apr 2021 - Dec 2022 | 1 |
| Twin Focus Capital Partners, LLC | Boston, MA | Apr 2017 - Apr 2021 | 4 |
| Wolfeboro Jet Ski Rentals | Wolfeboro, NH | Mar 2010 - Mar 2019 | 9 |
| Rockland Trust | Brighton, MA | Jan 2017 - Apr 2017 | < 1 |
| Cellinfo, LLC | Boston, MA | Mar 2015 - Jan 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NH
-
Total Assets Under Management237MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$394,772
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CO, FL, IL, MA, MD, ME, NE, NH, NY, OH, RI, TX, UT, VA
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