Jenny Lyn Bober
Investment adviser representative at Alpha Wealth Funds, LLC
11 yearsExperience
4 statesRegistered in
$214.1MFirm assets
1 yearFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Alpha Wealth Funds, LLCOct 2021 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Oct 2021
- Fidelity Brokerage ServicesNov 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (PR, TX, UT, WA).
Alpha Wealth Funds, LLC
$214.1MAssets managed
303Clients
12Advisers
1 yearIn 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
- 6589277
- Firm CRD
- 150231