Jonathan Christopher Rugg
Investment adviser representative at Highline Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$10.7MFirm 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.
- Portfolio management
Experience
10 years in the industry.
- Highline Wealth Partners, LLC (fka Charlesworth & Rugg, Inc.)Dec 2024 to now
- Highline Asset Management, LLCNov 2024 to now
- Charlesworth & Rugg, Inc. (dba Highline Wealth Partners)Aug 2016 to Dec 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Highline Asset Management, LLC
$10.7MAssets managed
7Clients
2Advisers
1 yearIn 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
- 5892886
- Firm CRD
- 332483