Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jude is a financial advisor with over 10 years of experience in the financial services industry. Matthew currently holds the Series 65 license, which is the Uniform Investment Adviser Law Examination, which he passed on 5/31/2020. Matthew is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Matthew is currently working as a Registered Investment Advisor at Rebalance LLC. Matthew has previously worked with Lucas Group Financial Planners, Inc., Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency, Inc. Matthew offers various financial planning and portfolio management services.
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.
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.
1
2
CA
07/20/2023 - Present
Rebalance LLC (PALO ALTO CA)
IA
Issued 05/31/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Jude is the right advisor for you? Invested Better is here to help.
