Jessica Regidor, financial advisor Los Gatos CA

Jessica Regidor

CRD Number: 5383859
Current Firm: Sanctuary Advisors, LLC

Jessica Regidor (CRD# 5383859) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sanctuary Securities, Inc. Los Gatos, CA Jul 2023 - Current < 1
Sanctuary Advisors LLC Los Gatos, CA Jul 2023 - Current < 1
Ubs Financial Services Inc. San Jose, CA Oct 2007 - Jul 2023 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Jessica R. Regidor
Phone Number: 317-975-7729
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    16,220
    MILLIONS
  • Total Number of Accounts
    38,933
    ACCOUNTS
  • Average Account Value
    $416,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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