Rafat Jadon Jadon
Investment adviser representative at Regal Investment Advisors LLC
36 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- Regal Investment Advisors, LLCJan 2024 to now
- Regulus Financial Group, LLCJan 2024 to now
- Woodbury Financial Services, Inc.Mar 2019 to Dec 2023
- Questar Asset ManagementFeb 2018 to Mar 2019
- Questar Capital CorporationFeb 2018 to Mar 2019
- Foresters Equity Services, IncJan 2011 to Feb 2018
- National Planning CorporationAug 1992 to Feb 2018
- American Health ServicesAug 1990 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Regal Investment Advisors LLC
$2.9BAssets managed
8,302Clients
118Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275857
- Firm CRD
- 125004