James Robert Rukstalis
Investment adviser representative at Altura Wealth Advisors Inc.
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$250.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Altura Wealth Advisors Inc.Jul 2020 to now
- Esg PlanningMay 2020 to now
- Freedom Insurance Solutions dba J.R. Financial & InsuranceFeb 2008 to now
- J.R. FinancialFeb 2008 to now
- Qualified PlanningJan 2017 to Sep 2021
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Altura Wealth Advisors Inc.
$250.1MAssets managed
448Clients
4Advisers
5 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
- 6736220
- Firm CRD
- 309501