Financial advisor
Tony Jabczenski
At CAPTRUST · Costa Mesa, CA · Scottsdale, AZ
Registered as MARION ANTHONY JABCZENSKI
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Alpha Cubed Investments | Alpha Cubed | CAPTRUST | Acquisition | February 11, 2026 | $3.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CAPTRUST | Investment adviser | February 17, 2026 | Current |
| ALPHA CUBED INVESTMENTS, LLC | Investment adviser | November 13, 2012 | April 30, 2026 |
| MERCER GLOBAL ADVISORS INC. | Investment adviser | August 24, 2012 | October 29, 2012 |
| BENNETT ROSS, INC. | Broker-dealer | September 12, 2011 | August 6, 2012 |
| LONGHORN CAPITAL MANAGEMENT, LLC | Investment adviser | July 13, 2011 | October 2, 2012 |
| DOLPHIN SECURITIES, INC. | Broker-dealer | July 17, 2006 | November 17, 2008 |
| IWAMOTO KONG WEALTH MANAGEMENT GROUP | Investment adviser | July 10, 2006 | April 28, 2011 |
| FULLER ASSET MANAGEMENT, LLC | Investment adviser | June 9, 2005 | June 28, 2006 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | August 19, 1999 | May 31, 2005 |
| QUICK & REILLY, INC. | Broker-dealer | October 21, 1998 | July 28, 1999 |
| STRATEGIC ADVISERS, INC. | Investment adviser | July 8, 1997 | May 31, 2005 |
| FIDELITY BROKERAGE SERVICES, INC. | Broker-dealer | July 24, 1995 | September 29, 1998 |
| GLENFED BROKERAGE SERVICES | Broker-dealer | May 26, 1995 | July 7, 1995 |
| INDEPENDENCE ONE BROKERAGE SERVICES, INC. | Broker-dealer | June 29, 1993 | July 21, 1995 |
| LEHMAN BROTHERS INC. | Broker-dealer | July 13, 1992 | May 3, 1993 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.