JR
CFA
JR
CFA

Jonathan Christopher Rugg

14 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is involved in several business activities, including Altirr Inc. (a financial industry SaaS tool), Norton Avenue Apartments LLC (a real estate investment), MyWealthness LLC (a lead generation business), Highline Asset Management (a private fund manager), Highline Real Estate Partners LLC (a real estate manager), and Highline Holdings, Inc. (a holding company). He dedicates a significant amount of time to Highline Asset Management (about 10-20 hours per week) and varying amounts of time to the other ventures.

Employment History
Current Registrations
Highline Asset Management, LLC
January 2025 - Present · 1 yr 1 mo
Highline Wealth Partners
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Charlesworth & Rugg INC
March 2011 - September 2016 · 5 yrs 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Jonathan Christopher Rugg - Financial Advisor | TrueAdvisor