Inactive

Jennifer Ann Regan

North Berkeley Wealth Management, LLC

CRD 7195958

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Employer firm

North Berkeley Wealth Management, LLC CRD 136431

$830M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

North Berkeley Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Certified Financial Planner

View on SEC IAPD

Nearby Firms

BLUME CAPITAL MANAGEMENT, INC.

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Nearby Investors

JEFFREY VALENTINE ST. CLAIRE

PETER BRAY REIDENBACH

Nearby Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA

FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA

VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA

More in Berkeley, CA

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