Patrick Ryan Rudy
Investment adviser representative at Jpl Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$587.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Jpl Wealth Management, LLCOct 2023 to now
- Goldman Sachs Personal Financial ManagementJul 2019 to Oct 2023
- United CapitalFeb 2015 to Jul 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Jpl Wealth Management, LLC
$587.9MAssets managed
291Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5547396
- Firm CRD
- 328474