Jacob Rue, financial advisor Brielle NJ

Jacob Rue

CRD Number: 4962851
Current Firm: Shore Point Advisors, LLC

Jacob Rue (CRD# 4962851) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Shore Point Advisors, LLC Brielle, NJ May 2018 - Current 5
Guardian Life Insurance Brielle, NJ Dec 2016 - Jun 2018 1
Park Avenue Securities Brielle, NJ Jul 2015 - Jun 2018 2
Pwm Advisory Group, LLC Red Bank, NJ Dec 2014 - Apr 2015 < 1
Navesink Fx Advisory LLC Fair Haven, NJ Sep 2014 - Dec 2014 < 1
Bnp Paribas Securities Corp. New York, NY Sep 2012 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Jacob B. Rue
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,405
    ACCOUNTS
  • Average Account Value
    $151,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, ME, NJ, NY, SC, TX

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