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Jared Ross Haubenstock

Regimen Wealth, LLC

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About Jared Ross Haubenstock

Jared Ross Haubenstock is a financial advisor with Regimen Wealth, LLC. Jared has been in the financial industry for over six years and is a Certified Financial Planner. Jared's previous experience includes Ameriprise Financial Services, LLC and Fidelity Investments Institutional Services Company, Inc. Jared specializes in financial planning, portfolio management for individuals, and selection of other advisers. Jared is registered in Georgia and Texas.

Firm Information

Jared Haubenstock is currently registered with Regimen Wealth, LLC. Regimen Wealth, LLC is an investment advisory firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They also provide selection of other advisors. The firm manages approximately $295,449,989 in assets for 718 accounts.
Regimen Wealth, LLC

3300 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$295.45M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Haubenstock’s Registration & Firm History

GA

01/12/2021 - Present

Regimen Wealth, LLC (ATLANTA GA)

GA

07/04/2018 - 08/04/2020

AMERIPRISE FINANCIAL SERVICES, LLC (ATLANTA GA)

TX

07/25/2016 - 03/28/2018

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 07/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Ross Haubenstock.
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