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Rebecca Wren Warner

Hb Wealth

Charlotte, NC

Atlanta, GA

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-24
  • NC RA
    APPROVED
    Since 2025-09-24

Branch Locations

101 South Tryon Street Suite 2700, Charlotte, NC 28280 • United States

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
J.P. Morgan Chase Bank Na Atlanta GA 08/2016 10/2017
J.P. Morgan Securities Llc Atlanta GA 08/2016 10/2017
Jpmorgan Chase Bank, N.A. Charlotte NC 10/2017 09/2025
J.P. Morgan Securities Llc Charlotte NC 10/2017 09/2025
Hb Wealth Management, Llc Atlanta GA 09/2025 Present
  • 08/2016 → 10/2017
    J.P. Morgan Chase Bank Na
    Atlanta, GA
  • 08/2016 → 10/2017
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 10/2017 → 09/2025
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 10/2017 → 09/2025
    J.P. Morgan Securities Llc
    Charlotte, NC
  • 09/2025 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2016-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2016-11-22
Other Names
  • Rebecca Wren
  • Rebecca Middleton Wren

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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