Unclaimed Profile

Patrick Ryan Rudy

JPL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

SIE, Series 7, Series 63Clean record16 years registeredJPL WEALTH MANAGEMENT, LLC

1745 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO 80129CRD# 5547396Firm CRD# 328474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Ryan Rudy · HIGHLANDS RANCH, CO

Registration

CRD #5547396 · JPL WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

JPL WEALTH MANAGEMENT, LLC

Oct 2023 – present

UNITED CAPITAL FINANCIAL ADVISORS

Feb 2015 – Nov 2023

SCOTTSDALE, AZ

CASCADE INVESTMENT GROUP, INC.

Jun 2010 – Feb 2015

COLORADO SPRINGS, CO

THE CORUNDUM GROUP, INC.

Feb 2010 – Jul 2010

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JPL WEALTH MANAGEMENT, LLC

CRD 328474 · SEC 801-128893

AUM

$300M

Regulatory assets under management

Employees

878 client accounts

Services offered by JPL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JPL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Ryan Rudy offer?

Patrick Ryan Rudy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are Patrick Ryan Rudy's credentials?

Patrick Ryan Rudy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Ryan Rudy located?

Patrick Ryan Rudy is based in HIGHLANDS RANCH, Colorado, working with JPL WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does Patrick Ryan Rudy charge for services?

Patrick Ryan Rudy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JPL WEALTH MANAGEMENT, LLC?

JPL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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