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Jennifer Ann Regan

North Berkeley Wealth Management, LLC

Berkeley, CA

Olympia, WA

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Current Employers
North Berkeley Wealth Management, Llc

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-10-31
  • CA RA
    APPROVED
    Since 2019-10-31

Branch Locations

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Olympia, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Berkeley Wealth Management, Llc Berkeley CA 10/2019 Present
Bell Investment Advisors Oakland CA 12/2018 08/2019
Asti Financial Management Albany CA 09/2016 10/2018
Stay At Home Mom Albany CA 01/2009 09/2016
  • 10/2019 → Present
    North Berkeley Wealth Management, Llc
    Berkeley, CA
  • 12/2018 → 08/2019
    Bell Investment Advisors
    Oakland, CA
  • 09/2016 → 10/2018
    Asti Financial Management
    Albany, CA
  • 01/2009 → 09/2016
    Stay At Home Mom
    Albany, CA
Designations

View on SEC IAPD

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VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
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