Financial advisor
Jarryd Mychal Reyes
At CAPTRUST · Costa Mesa, CA · Scottsdale, AZ
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 14, 2026 | Current |
| ALPHA CUBED INVESTMENTS, LLC | Investment adviser | January 6, 2025 | April 30, 2026 |
| SPECTRUM WEALTH MANAGEMENT, LLC | Investment adviser | March 9, 2021 | January 7, 2025 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | July 19, 2019 | February 17, 2021 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | July 19, 2019 | February 17, 2021 |
| WESCOM FINANCIAL SERVICES, LLC | Investment adviser | July 23, 2018 | July 16, 2019 |
| WESCOM FINANCIAL SERVICES, LLC | Investment adviser | February 23, 2016 | July 13, 2018 |
| WESCOM FINANCIAL SERVICES | Broker-dealer | February 23, 2016 | July 16, 2019 |
| CUNA BROKERAGE SERVICES, INC. | Investment adviser | February 19, 2014 | February 16, 2016 |
| CUNA BROKERAGE SERVICES, INC. | Broker-dealer | February 19, 2014 | February 16, 2016 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | January 16, 2013 | February 4, 2014 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | December 5, 2012 | February 4, 2014 |
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.