Jennifer Regan has been an investment adviser representative at North Berkeley Wealth Management since October 2019, and is not listed among the firm’s executive officers or direct owners.
North Berkeley Wealth Management, LLC is a Berkeley, CA firm with $830M under management, 411 clients and 11 advisers across 2 offices, as of its March 2026 filing.
- – present · 6 yearsOlympia, WA · Adviser representative · Firm CRD 136431
Investment adviser representative registrations
Jennifer Regan is registered as an investment adviser representative in California, since October 2019.
- CaliforniaSince 31 October 2019
Examinations
No examinations are on Jennifer Regan’s record.
- Full name
- Jennifer Ann Regan
- CRD
- 7195958
- Firm
- North Berkeley Wealth Management · CRD 136431
- Office
- Olympia, WA
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Regan work?
Jennifer Regan is an investment adviser representative registered through North Berkeley Wealth Management, LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Regan a financial advisor?
Yes. Jennifer Regan has a current investment-adviser registration in California, through North Berkeley Wealth Management since October 2019.
How many years of experience does Jennifer Regan have?
Jennifer Regan has 6 years in the financial industry, since October 2019, across 1 adviser firm.
Where is Jennifer Regan based?
Jennifer Regan’s registered office is in Olympia, WA.
Is Jennifer Regan registered with FINRA?
No. Jennifer Regan has no current broker registration.
How can I verify Jennifer Regan’s record?
Search CRD 7195958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Regan’s full registration record.