Eduardo Rufato, financial advisor Lehigh Acres FL
88 score

Eduardo Rufato

CRD Number: 6231505
Current Firm: J.p. Morgan Securities LLC

Eduardo Rufato (CRD# 6231505) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lehigh Acres, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Lehigh Acres, FL May 2016 - Current < 1
Jpmorgan Securities LLC Lehigh Acres, FL May 2016 - Current < 1
Jerry's Cafe Sanibel, FL Dec 2015 - Current 1
Axa Advisors, LLC New York, NY Aug 2013 - May 2016 2
Florida Gulf Coast University Fort Myers, FL Aug 2011 - Dec 2014 3
Judy Reddington Sanibel, FL Oct 2005 - Jul 2013 7
Southwest Florida Public Service Academy Fort Myers, FL Jan 2011 - Jun 2011 < 1
Edison College Fort Myers, FL Aug 2007 - May 2010 2
Alamo Fort Myers, FL Jan 2007 - Mar 2007 < 1
Enterprise Holdings Fort Myers, FL Jan 2007 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Eduardo L. Rufato
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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