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Jared M. Elson, Investment Adviser

Managing Partner, Regent Wealth Management

Telephone: 877.457.4567
E-mail: info@regentwm.com
www.regentwm.com

Jared M. Elson is managing partner at Regent Wealth Management in Morgan Hill, California. Elson is a graduate of San Jose State University with a degree in communication and business. He is a Series 65 securities licensed Investment Adviser Representative (IAR), as well as a California licensed life and health insurance agent (license # 0G49301). He specializes in retirement and estate planning and participates in continuing education training and workshops yearly.

Latest Features

Building Wealth
April 2017

Don’t Let Long-Term Care Costs Devastate Your Retirement

Can you afford $8,000 per month for care? Chances are, you'll need it at some point. Some solutions to that pricey problem include long-term care insurance, "living benefits" and annuities.

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Building Wealth
April 2017

Get A Portfolio That Pays You During Retirement with Dividend Investing

When it's time to start pulling money out of your retirement savings, it's nice to know that dividends are pumping it back in. But you've got to be careful when picking which dividend payers to rely upon.

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Building Wealth
March 2017

Even if Fiduciary Rule Gets Killed Under Trump, Investors Have Wised Up

Thanks to all the hubbub, retirement savers are more savvy about fees. What they now know: How your adviser is paid can reveal possible conflicts of interest.

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Building Wealth
December 2016

Protect Your Nest Egg From a Volatile Market

As you approach retirement, you need to be more aware of sequence risk and adjust your portfolio accordingly.

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