Brian Rudin (CRD# 5239044) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montclair, NJ and has over 17 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1852802
Investment Partners Asset Management
CRD# 3160155
Investment Partners Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Securities LLC | Brooklyn, NY | Nov 2016 - Current | 7 |
Hsbc Bank Usa N.a. | New York, NY | Aug 2016 - Nov 2016 | < 1 |
Hsbc Securities (usa) Inc. | New York, NY | Mar 2016 - Aug 2016 | < 1 |
Hsbc Securities (usa) Inc. | New York, NY | Nov 2015 - Mar 2016 | < 1 |
Hsbc Securities (usa) Inc. | Long Island City, NY | Feb 2015 - Nov 2015 | < 1 |
Hsbc Securities (usa) Inc. | Long Island City, NY | Oct 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2007 |
S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- NJ
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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