Top-Performing Hybrid Financial Advisor Teams
Alden Investment Group has its own independent broker/dealer, J. Alden Associates. J. Alden was established in 1994 and has a clearing relationship with Raymond James.
Alden’s broker/dealer has over a dozen FINRA-approved lines of business. It can accommodate traditional brokerage for equities, options and bonds, insurance business, mutual funds, private placements, investment banking, and other securities transactions. This allows us to work with various firms, including independent investment advisors, insurance carriers, family offices, other broker-dealers, and asset managers who need a robust yet flexible securities platform to conduct transactions and collect/distribute fees to licensed personnel. Our friendly BD focus is to seek alignment with the firms we work with based on several factors, including our ability to safely and securely meet their transaction needs, our comfort with their firm and the individuals who run it, as well as those that will be registered with our BD, our ability to not only support but also add value to their BD needs, and our and their willingness to work together on both the business they have today on new synergies between our firms and clients. Alden also provides a comprehensive reporting system for hybrid BD teams to consolidate their advisory and BD business and run comprehensive reports for their clients.