Rafat Jadon
Rafat Jadon is a registered investment advisor at Regal Investment Advisors LLC, based in Stuart, FL, with 32 years of industry experience. Rafat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
759 S Federal Hwy, Ste 201F, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rafat is a registered representative and investment advisor representative providing financial and insurance services through Rafat Jadon Financial, and an insurance agent through Rafat Jadon Insurance Brokerage. Rafat also works as a real estate associate and is president of AHS Marketing, an insurance marketing company.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Broker Dealer Financial Services CORP.Broker
National Planning CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.