Jeremy
Whitt
Regency Investment Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeremy Whitt is a financial advisor based in Fresno, California with a total of 1 year of relevant experience. Whitt is an employee of Regency Investment Advisors Inc. Over the course of their career, they have held roles at Regency Investment Advisors and Act Computer Services. Whitt holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in California. Regency Investment Advisors Inc is a financial advisory company that has its headquarters in Fresno, CA. It controls $679 million in assets among its 1,632 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 1,632 accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Regency Investment Advisors Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types charged by Regency Investment Advisors Inc can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Regency Investment Advisors Inc Brokerage Details
$678,917,833
14
1,632
$416,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jeremy Whitt Work History
Jeremy has been registered as a financial advisor for 1 years.*
Regency Investment Advisors
Act Computer Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Whitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Regency Investment Advisors Inc
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
