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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gordon Rupp is an Investment Adviser Representative at View Capital RIA, LP. Jeffrey Gordon Rupp has been in the industry since 1986 and has a broad range of experience. Jeffrey Gordon Rupp is a licensed Investment Adviser Representative in Louisiana, Texas, and Virginia. Jeffrey Gordon Rupp's firm View Capital RIA, LP is a registered investment advisor that specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. View Capital RIA, LP's clients include high-net-worth individuals, charitable organizations, pooled investment vehicles, and other investment advisors. View Capital RIA, LP offers a variety of services, including financial planning, investment management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/19/2008 - Present
View Capital RIA, LP (DALLAS TX)
TX
08/02/2004 - 07/02/2018
VCA SECURITIES, LP (DALLAS TX)
NY
04/07/2004 - 12/17/2004
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
01/13/2001 - 04/20/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/24/1986 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/02/1987
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/1986
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1990
Series 15 - Foreign Currency Options Examination
BC
Issued 12/04/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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