Henry Jason Mcclurg
Investment adviser representative at Alphacore Capital LLC
17 yearsExperience
2 statesRegistered in
$13BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Alphacore Capital, LLCFeb 2024 to now
- Charles Schwab & Co., Inc.Apr 2009 to Jan 2024
- Charles Schwab Bank SsbApr 2009 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
Alphacore Capital LLC
$13BAssets managed
4,065Clients
67Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5377594
- Firm CRD
- 174346