DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

Jarryd Mychal Reyes

Advisor at CAPTRUST

Costa Mesa, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c548aa0-a2f9-f808-c3ec-e5787dd1991b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 16, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 14, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 14, 2013
First registration: Jan 16, 2013
Dual registered: no
Other names: Jarryd Reyes|JARRYD M REYES|JARRYD Mychal REYES|Jarryd M Reyes
IAPD individual key: 6122413

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Feb 14, 2026	n/a	yes	Costa Mesa, CA	Current employment
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Jan 6, 2025	Apr 30, 2026	no	COSTA MESA, CA	Previous registration
SPECTRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 9, 2021	Jan 7, 2025	no	IRVINE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 19, 2019	Feb 17, 2021	no	IRVINE, CA\|DANA POINT, CA	Previous registration
WESCOM FINANCIAL SERVICES, LLC	Former SEC adviser	Feb 23, 2016	Jul 16, 2019	no	RIVERSIDE, CA\|LA HABRA, CA\|ORANGE, CA\|PASADENA, CA\|REDLANDS, CA\|CORONA, CA\|Anaheim, CA	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Feb 19, 2014	Feb 16, 2016	no	TUSTIN, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 16, 2013	Feb 4, 2014	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALPHA CUBED INVESTMENTS, LLC	Captrust	Apr 30, 2026	Feb 14, 2026	-75	Firm change after gap	Other
SPECTRUM WEALTH MANAGEMENT, LLC	ALPHA CUBED INVESTMENTS, LLC	Jan 7, 2025	Jan 6, 2025	-1	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SPECTRUM WEALTH MANAGEMENT, LLC	Feb 17, 2021	Mar 9, 2021	20	Firm change	Wirehouse to RIA
WESCOM FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 16, 2019	Jul 19, 2019	3	Firm change	RIA to wirehouse
CUNA BROKERAGE SERVICES, INC.	WESCOM FINANCIAL SERVICES, LLC	Feb 16, 2016	Feb 23, 2016	7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CUNA BROKERAGE SERVICES, INC.	Feb 4, 2014	Feb 19, 2014	15	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159347:175112:CA:2026-04-30	Apr 30, 2026	Feb 14, 2026	COSTA MESA, CA	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Feb 14, 2026 to presentfactForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 6, 2025 to Apr 30, 2026factForm ADV
→ SPECTRUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 9, 2021 to Jan 7, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 19, 2019 to Feb 17, 2021factForm ADV
→ WESCOM FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 23, 2016 to Jul 16, 2019factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Feb 19, 2014 to Feb 16, 2016factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Jarryd Mychal Reyes left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-14)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2025
Advisor changed firm
Jarryd Mychal Reyes left Spectrum Wealth Management, Llc for Alpha Cubed Investments, Llc (registered 2025-01-06)
Form ADVobserved 4 days ago