Jared
Haubenstock

Regimen Wealth, LLC

CRD#6395246
Investment Advisor
in Atlanta, GA

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About this Advisor

Jared Haubenstock is a certified financial planner operating in Atlanta, Georgia with 2 years of relevant experience. Haubenstock is on the advisory team at Regimen Wealth, LLC. Throughout their career, they have worked at Ubs Financial Services, Fidelity Investments Institutional Service Company, Inc, Ramah Darom, Earth Origins, University Of Central Florida, Ameriprise Financial Services, Inc and Regimen Wealth, LLC. Haubenstock holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is able to advise clients in Georgia and Texas. Regimen Wealth, LLC is a financial advisory business that has its headquarters in Atlanta, GA. It controls $245 million in assets between its 698 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 698 customer accounts, 44% belong to high-net-worth clients who have greater than $1 million in investable assets. Regimen Wealth, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types charged by Regimen Wealth, LLC most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Galleria Pkwy Se Suite 1020
Atlanta, GA 30339

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Regimen Wealth, LLC Brokerage Details

Total Assets Under Management

$245,370,627

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

698

GA Average: 1,608
Average Account Size

$351,534

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jared Haubenstock Work History

Jared has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Regimen Wealth, LLC

2020 - 2020 (< 1 year)

Regimen Wealth, LLC

2018 - 2020 (2 years)

Ameriprise Financial Services, Inc

2017 - 2018 (1 year)

Fidelity Investments Institutional Service Company, Inc

2016 - 2017 (1 year)

Fidelity Investments Institutional Service Company, Inc

2015 - 2015 (< 1 year)

Ramah Darom

2014 - 2016 (2 years)

Ubs Financial Services

2014 - 2014 (< 1 year)

Ramah Darom

2013 - 2013 (< 1 year)

Ramah Darom

2013 - 2014 (1 year)

Earth Origins

2012 - 2016 (4 years)

University Of Central Florida

*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 Jared Haubenstock 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 Regimen Wealth, LLC

Jared Haubenstock
Atlanta, GA
Aiki Altmets
Atlanta, GA
Taylor Moody
Atlanta, GA
Alexander Garrett
Atlanta, GA
Ian Weinstein
Atlanta, GA

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.

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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.

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