Jeffrey Ruderman, financial advisor Los Angeles CA

Jeffrey Ruderman

CRD Number: 5046546
Current Firm: Capital Group Private Client Services, Inc.

Jeffrey Ruderman (CRD# 5046546) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry. Jeffrey Ruderman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capital Group Private Client Services, Inc. Los Angeles, CA Jul 2021 - Current < 1
Capital Bank And Trust Company Los Angeles, CA Jan 2016 - Jul 2021 5
Capital Guardian Trust Company Atlanta, GA Jun 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
Contact Info for Jeffrey A. Ruderman
Phone Number: 213-486-9200
Registered State(s):
  • CA
  • GA
  • IL
  • NV
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    35,940
    MILLIONS
  • Total Number of Accounts
    8,084
    ACCOUNTS
  • Average Account Value
    $4,445,833
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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