Theresa Rutledge, financial advisor Palo Alto CA

Theresa Rutledge

CRD Number: 4439768
Current Firm: J.p. Morgan Securities LLC

Theresa Rutledge (CRD# 4439768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 22 years of experience in the finance industry. Theresa Rutledge 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
J.p. Morgan Securities LLC Palo Alto, CA Sep 2023 - Current < 1
First Republic Investment Management, Inc. Palo Alto, CA Aug 2022 - Current 1
First Republic Securities Company, LLC Palo Alto, CA Aug 2022 - Current 1
Bank Of America,n.a. Palo Alto, CA Jun 2011 - Aug 2022 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Nov 2006 - Aug 2022 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Theresa Rutledge
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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