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Jared Ross Haubenstock

Regimen Wealth, LLC

Atlanta, GA

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Current Employers
Regimen Wealth, Llc

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-02-16
TX RA APPROVED 2021-01-12
  • GA RA
    APPROVED
    Since 2021-02-16
  • TX RA
    APPROVED
    Since 2021-01-12

Branch Locations

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339 • 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
Fidelity Investments Institutional Service Company, Inc. Westlake TX 06/2016 11/2017
Fidelity Investments Institutional Service Company, Inc. Westlake TX 11/2017 03/2018
Unemployed Atlanta GA 04/2018 06/2018
Ameriprise Financial Services, Inc Atlanta GA 06/2018 08/2020
Regimen Wealth, Llc Altanta GA 08/2020 12/2020
Regimen Wealth, Llc Altanta GA 01/2021 Present
  • 06/2016 → 11/2017
    Fidelity Investments Institutional Service Company, Inc.
    Westlake, TX
  • 11/2017 → 03/2018
    Fidelity Investments Institutional Service Company, Inc.
    Westlake, TX
  • 04/2018 → 06/2018
    Unemployed
    Atlanta, GA
  • 06/2018 → 08/2020
    Ameriprise Financial Services, Inc
    Atlanta, GA
  • 08/2020 → 12/2020
    Regimen Wealth, Llc
    Altanta, GA
  • 01/2021 → Present
    Regimen Wealth, Llc
    Altanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-24
S63 Uniform Securities Agent State Law Examination 2016-08-05
  • S66 Uniform Combined State Law Examination
    2018-07-24
  • S63 Uniform Securities Agent State Law Examination
    2016-08-05
Designations

View on SEC IAPD

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CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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