John Patrick Rudio
Investment adviser representative at Echelons Capital, LLC
11 yearsExperience
2 statesRegistered in
$174.4MFirm assets
3 yearsFirm in business
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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
Experience
11 years in the industry.
- Echelons Capital, LLCJan 2023 to now
- Purshe Kaplan Sterling InvestmentsDec 2021 to Jun 2024
- Phase Line Capital, LLCDec 2021 to Jul 2023
- Goldman Sachs & CoJun 2015 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Echelons Capital, LLC
$174.4MAssets managed
36Clients
2Advisers
3 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
- 6482618
- Firm CRD
- 325781