Rafat Jadon Jadon

Current Employers

Employment History

• 08/1990 → 02/2018
  American Health Services
  Port St. Lucie, FL
• 08/1992 → 02/2018
  National Planning Corporation
  Port St Lucie, FL
• 01/2011 → 02/2018
  Foresters Equity Services, Inc
  Jensen Beach, FL
• 02/2018 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2018 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 12/2023
  Woodbury Financial Services, Inc.
  Stuart, FL
• 03/2019 → 12/2023
  Woodbury Financial Services, Inc.
  Stuart, FL
• 01/2024 → Present
  Regulus Financial Group, Llc
  Kentwood, MI
• 01/2024 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI

Previous Registrations

• 2019-03-01 → 2023-12-31
  Woodbury Financial Services, Inc.
  Stuart, FL
• 2018-02-21 → 2019-03-01
  Questar Asset Management, Inc.
  Stuart, FL
  Minneapolis, MN
• 2013-09-18 → 2018-02-16
  Foresters Equity Services, Inc.
  Jensen Beach, FL
  San Diego, CA
  Stuart, FL
  Ocala, FL

Other Businesses

Business Name: Rafat Jadon Financial - Investment Related: Yes - Address: 759 S Federal Hwy Ste 201F, Stuart, FL 34994 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 1/02/2024 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Rafat Jadon Insurance Brokerage - Investment Related: Yes - Address: 759 S Federal Hwy Ste 201F, Stuart, FL 34994 - Nature of Business: Insurance - Title or Relationship: Insurance Agent - Start Date: 01/08/1980 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide insurance services. Business Name: Rafat Jadon Real Estate - Investment Related: No - Address: PO Box 1240, Jensen Beach, FL 34957 - Nature of Business: Real Estate - Title or Relationship: Real Estate Associate - Start Date: 02/02/2018 - Hours per month: 5 - Hours per month during trading hours: 0 - Duties: Real estate sales not involving firm clients. Business Name: AHS Marketing - Investment Related: No - Address: PO Box 1240, Jensen Beach, FL 34957 - Nature of Business: Insurance Marketing - Title or Relationship: President - Start Date: 01/08/1980 - Hours per month: 10 - Hours per month during trading hours: 0 - Duties: Marketing of insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-10
• S63 Uniform Securities Agent State Law Examination
  2000-02-22

Other Names

• Ralph Jadoun
• Rafat Jadoun Jadoun