Marion Anthony Jabczenski

CRD 2245629 · Captrust · Costa Mesa, CA

IA Registered

Also appears in the source record as: Anthony M Jabczenski II; Anthony Marion Jabczenski II; Anthony Jabczenski; Marion Tony Jabczenski II; Tony Jabczenski II

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Expanded
Investment adviser registration: Active
Exams passed (5): Series 63Series 65Series 8Series 24Series 7
Registered states (2): California · Texas
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2245629 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (15)

From the source registration record · current first

CaptrustCurrent
Costa Mesa, CA · IA capacity

Feb 17, 2026 → present
Alpha Cubed Investments, LLC
IA capacity

Nov 13, 2012 → Apr 30, 2026
Mercer Global Advisors Inc.
IA capacity

Aug 24, 2012 → Oct 29, 2012
Longhorn Capital Management, LLC
IA capacity

Jul 13, 2011 → Oct 2, 2012
Bennett Ross, Inc.
BD capacity

Sep 12, 2011 → Aug 6, 2012
Iwamoto Kong Wealth Management Group
IA capacity

Jul 10, 2006 → Apr 28, 2011
Dolphin Securities, Inc.
BD capacity

Jul 17, 2006 → Nov 17, 2008
Fuller Asset Management, LLC
IA capacity

Jun 9, 2005 → Jun 28, 2006
Fidelity Brokerage Services LLC
BD capacity

Aug 19, 1999 → May 31, 2005
Strategic Advisers, Inc.
IA capacity

Jul 8, 1997 → May 31, 2005
Quick & Reilly, Inc.
BD capacity

Oct 21, 1998 → Jul 28, 1999
Fidelity Brokerage Services, Inc.
BD capacity

Jul 24, 1995 → Sep 29, 1998
Independence One Brokerage Services, Inc.
BD capacity

Jun 29, 1993 → Jul 21, 1995
Glenfed Brokerage Services
BD capacity

May 26, 1995 → Jul 7, 1995
Lehman Brothers Inc.
BD capacity

Jul 13, 1992 → May 3, 1993

Source & corrections

Where this page comes from

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