Jared
Haubenstock
Regimen Wealth, LLC
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About this Advisor
Jared Haubenstock is a financial advisor based in Atlanta, Georgia, working with Regimen Wealth, LLC. Jared has previously held positions at UBS Financial Services, Fidelity Investments Institutional Service Company, Inc, Ramah Darom, University of Central Florida, Ameriprise Financial Services, Inc, and Regimen Wealth, LLC. Jared has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Jared is part of Regimen Wealth, LLC, which operates out of Atlanta, Georgia. The firm has 7 employees and manages assets totaling $295.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Regimen Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Regimen Wealth, LLC Brokerage Details
$295,449,989
7
718
$411,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jared Haubenstock Work History
Regimen Wealth, LLC
Regimen Wealth, LLC
Ameriprise Financial Services, Inc
Fidelity Investments Institutional Service Company, Inc
Fidelity Investments Institutional Service Company, Inc
Ramah Darom
Ubs Financial Services
Ramah Darom
University Of Central Florida
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
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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