JC
Justin Chase
Compliance Specialist at Advisory Alpha
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Work Experience
Compliance Specialist
May 2024 - Present · 7 months
Jan 2022 - Oct 2023 · 1 years and 9 months
Senior Operations And Business Development Executive
Nov 2022 - Oct 2023 · 11 months
Sdr
Jan 2022 - Nov 2022 · 10 months
Company Details
11-50 Employees
Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans. Our philosophy is not to simply provide investment management services, but to provide partnership and counsel. We love what we do. And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors. Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns. Aside from our investment solutions, we found a significant need to promote effective communication to investors. We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today. Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011. The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.
Year Founded
2011
Social Media
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Industry
Investment Management
HQ Location
Great Lakes,Midwestern US
Keywords
Organization
Discover More About Cleveland Clinic
Contact Details
  • Email AddressJ**@advisoryalpha.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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