Unclaimed Profile

James Harold Rudd

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Clean record40 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 4332409Firm CRD# 104692

Profile Verification

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

Identity

James Harold Rudd · PORTLAND, OR

Registration

CRD #4332409 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 40 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Sep 1985 – Jan 2022

PORTLAND, OR

Registrations & Exams

Registration record

First registered · September 26, 1985

Years registered · 40

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CRD 104692 · SEC 801-11188

AUM

$8.4B

Regulatory assets under management

Employees

4,068 client accounts

Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

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 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Harold Rudd offer?

James Harold Rudd specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are James Harold Rudd's credentials?

James Harold Rudd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Harold Rudd located?

James Harold Rudd is based in PORTLAND, Oregon, last registered with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC..

How does James Harold Rudd charge for services?

James Harold Rudd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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