John Rudio (CRD# 6482618) is an Investment Advisor Representative working at Echelons Capital, LLC in Park City, UT and has over 8 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Echelons Capital, LLC | Atlanta, GA | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2021 - Current | 2 |
| Phase Line Capital, LLC | Atlanta, GA | Jun 2022 - Jul 2023 | 1 |
| Phase Line Capital, LLC | Atlanta, GA | Dec 2021 - Jul 2023 | 1 |
| Goldman Sachs & Co | Atlanta, GA | Jun 2015 - Dec 2021 | 6 |
| Army | Fort Bragg, NC | May 2003 - Jun 2015 | 12 |
| Goldman Sachs & Co | New York, NY | Apr 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- GA
- TX
- UT
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$1,237,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
GA, TX, UT
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