JC
Jonathan Christopher Rugg
CRD 5892886
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Highline Wealth Partners, Llc | Registered representative | 07/20/2026 |
| Highline Asset Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Highline Asset Management, Llc
President, Chief Compliance Officer · Less than 5% · Nov 2024
-
Highline Asset Management, Llc
Owner, Shareholder, President · 75% or more · Nov 2024
-
Highline Wealth Partners, Llc
President · 75% or more · Nov 2024
-
Highline Wealth Partners, Llc
Owner, Shareholder, President · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗