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Patrick Ryan Rudy

JPL Wealth Management, LLC

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About Patrick Ryan Rudy

Patrick Rudy is a financial advisor with JPL Wealth Management, LLC in Highlands Ranch, Colorado. Patrick has been in the financial services industry since 2008 and holds the Series 63, Series 7 and SIE licenses. Patrick is also a Certified Financial Planner and Chartered Financial Analyst. Patrick has experience working with individuals and businesses. Patrick provides portfolio management, financial planning, and selection of other advisors.

Firm Information

Patrick Rudy is currently registered with JPL Wealth Management, LLC. JPL Wealth Management, LLC is a wealth management firm based in Highlands Ranch, Colorado. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have approximately $299.98 million in regulatory assets under management, primarily for high-net-worth individuals.
JPL Wealth Management, LLC

1745 SHEA CENTER DRIVE

HIGHLANDS RANCH, CO 80129

$299.98M

Assets Under Management

Not reported

Total Clients

3

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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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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Patrick Rudy’s Registration & Firm History

CO

10/23/2023 - Present

JPL Wealth Management, LLC (HIGHLANDS RANCH CO)

CO

06/28/2010 - 02/06/2015

CASCADE INVESTMENT GROUP, INC. (COLORADO SPRINGS CO)

CO

08/05/2008 - 04/15/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 07/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Ryan Rudy.
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