Unclaimed Profile

Jeremy J Whitt

REGENCY INVESTMENT ADVISORS INC·FRESNO, California

Series 65Clean record4 years registeredREGENCY INVESTMENT ADVISORS INC

1312 W HERNDON, SUITE 101, FRESNO, CA 93711CRD# 7490285Firm CRD# 106990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy J Whitt · FRESNO, CA

Registration

CRD #7490285 · REGENCY INVESTMENT ADVISORS INC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REGENCY INVESTMENT ADVISORS INC

REGENCY INVESTMENT ADVISORS INC

Feb 2022 – Apr 2026

FRESNO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 18, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REGENCY INVESTMENT ADVISORS INC

CRD 106990 · SEC 801-44406

AUM

$877M

Regulatory assets under management

Employees

1,752 client accounts

Services offered by REGENCY INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGENCY INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jeremy J Whitt offer?

Jeremy J Whitt specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeremy J Whitt's credentials?

Jeremy J Whitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy J Whitt located?

Jeremy J Whitt is based in FRESNO, California, last registered with REGENCY INVESTMENT ADVISORS INC.

How does Jeremy J Whitt charge for services?

Jeremy J Whitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGENCY INVESTMENT ADVISORS INC?

REGENCY INVESTMENT ADVISORS INC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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