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Jamie Noelle Rugg

Highline Wealth Partners

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About Jamie Noelle Rugg

Jamie Rugg is a financial advisor who has been in the industry since 2014. Jamie is an investment advisor representative associated with Highline Wealth Partners. Jamie holds a Series 65 license and has been registered with the state of California since 2016. Jamie has worked for Charlesworth & Rugg, Inc. (DBA Highline Wealth Partners) and Ahi & Limu, LLC. before joining Highline Wealth Partners. Jamie specializes in retirement planning, insurance, investment strategies, asset management, and estate planning. Jamie currently works out of Highline Wealth Partners' Sherman Oaks office.

Firm Information

Jamie Rugg is currently registered with Highline Wealth Partners. Highline Wealth Partners is an investment advisory firm located in Sherman Oaks, CA. With a team of 18 professionals, they provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They manage approximately $493.7 million in assets for 726 clients.
Highline Wealth Partners

15260 VENTURA BLVD., SUITE 855

SHERMAN OAKS, CA 91403

$493.67M

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Rugg’s Registration & Firm History

CA

01/10/2025 - Present

Highline Wealth Partners (SHERMAN OAKS CA)

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Licenses & Designations

IA

Issued 11/10/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie Noelle Rugg.
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