Jared Ross Haubenstock
Investment adviser representative at Regimen Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$365.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Regimen Wealth, LLCJan 2021 to now
- Regimen Wealth, LLCAug 2020 to Dec 2020
- Ameriprise Financial Services, IncJun 2018 to Aug 2020
- UnemployedApr 2018 to Jun 2018
- Fidelity Investments Institutional Service Company, Inc.Jun 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Regimen Wealth, LLC
$365.2MAssets managed
216Clients
5Advisers
6 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
- 6395246
- Firm CRD
- 309672