Jane Rutledge, financial advisor Walnut Creek CA
90 score

Jane Rutledge

CRD Number: 1121377
Current Firm: Raymond James & Associates, Inc.

Jane Rutledge (CRD# 1121377) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Walnut Creek, CA Jan 2012 - Current 4
Ubs Financial Services, Inc. Walnut Creek, CA Nov 2008 - Jan 2012 3
Unemployed Walnut Creek, CA Dec 2007 - Nov 2008 < 1
Self Employed-diablo Embroidery Works Walnut Creek, CA Jul 1998 - Dec 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Jane W. Rutledge
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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