Jeffrey Regalado
Jeffrey Regalado is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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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
Jeffrey is a director at Titanium Financial & Insurance Services Inc., where he works on property casualty, fixed insurance, life insurance, and health insurance, dedicating about half of his time to investment-related activities. He also serves as a trustee for a family trust, CFO for Titanium Strategic Legal Solutions and Titanium Recruiting Inc., and a director at Morton Manufacturing.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Consumer Concepts Investments, INC.Broker
American General Securities IncorporatedBroker
Continental Capital Investment Services, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations4 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.