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Jonathan Christopher Rugg

HIGHLINE ASSET MANAGEMENT, LLC·SHERMAN OAKS, California
Clean record15 years registeredHIGHLINE ASSET MANAGEMENT, LLC
15260 VENTURA BOULEVARD,, SHERMAN OAKS, CA 91403CRD# 5892886Firm CRD# 332483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Christopher Rugg · SHERMAN OAKS, CA
Registration
CRD #5892886 · HIGHLINE ASSET MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

HIGHLINE ASSET MANAGEMENT, LLC
Jan 2025 – present
HIGHLINE WEALTH PARTNERS
Sep 2016 – present
CHARLESWORTH & RUGG INC
Mar 2011 – Sep 2016
WOODLAND HILLS, CA
02

Registrations & Exams

Registration record
First registered · March 16, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGHLINE ASSET MANAGEMENT, LLC
CRD 332483 · SEC 801-131713
Employees
2
Total firm employees
Services offered by HIGHLINE ASSET MANAGEMENT, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at HIGHLINE ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Jonathan Christopher Rugg offer?
Jonathan Christopher Rugg specializes in Retirement Planning. Contact their office in SHERMAN OAKS, California for a consultation.
What are Jonathan Christopher Rugg's credentials?
Jonathan Christopher Rugg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Christopher Rugg located?
Jonathan Christopher Rugg is based in SHERMAN OAKS, California, working with HIGHLINE ASSET MANAGEMENT, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Jonathan Christopher Rugg charge for services?
Jonathan Christopher Rugg'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 HIGHLINE ASSET MANAGEMENT, LLC?
HIGHLINE ASSET MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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