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Jeffrey Gordon Rupp

VIEW CAPITAL RIA, LP·DALLAS, Texas
SIE, Series 3, Series 4, Series 7, Series 8, Series 15, Series 24, Series 53, Series 63, Series 65Clean record25 years registeredVIEW CAPITAL RIA, LP
2727 N. HARWOOD STREET, DALLAS, TX 75201CRD# 1505247Firm CRD# 130678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Gordon Rupp · DALLAS, TX
Registration
CRD #1505247 · VIEW CAPITAL RIA, LP · 25 years registered
Brand Profile
Not yet started
01

Career History

VIEW CAPITAL RIA, LP
Jan 2006 – present
BLUFFVIEW RIA, LP
May 2004 – Dec 2005
DALLAS, TX
DEUTSCHE BANK SECURITIES INC.
Jan 2001 – Apr 2004
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 8
Series 15
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · January 13, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIEW CAPITAL RIA, LP
CRD 130678 · SEC 801-62983
AUM
$1.6B
Regulatory assets under management
Employees
17
162 client accounts
Services offered by VIEW CAPITAL RIA, LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at VIEW CAPITAL RIA, LP →
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05

Frequently Asked Questions

What services does Jeffrey Gordon Rupp offer?
Jeffrey Gordon Rupp specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Jeffrey Gordon Rupp's credentials?
Jeffrey Gordon Rupp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Gordon Rupp located?
Jeffrey Gordon Rupp is based in DALLAS, Texas, working with VIEW CAPITAL RIA, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jeffrey Gordon Rupp charge for services?
Jeffrey Gordon Rupp's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIEW CAPITAL RIA, LP?
VIEW CAPITAL RIA, LP has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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