Matthew Peter Jude
Investment adviser representative at Rebalance LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
- Pension consulting
Experience
13 years in the industry.
- Rebalance, LLCJul 2023 to now
- Lucas Group Financial Planners, Inc.Jul 2018 to Jul 2023
- AmazonFeb 2018 to Apr 2018
- United Parcel ServiceDec 2017 to Jan 2018
- Black Sheep Bar & GrillJan 2017 to Sep 2017
- Morris & Garritano Insurance Agency, Inc.Jun 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rebalance LLC
$1.9BAssets managed
656Clients
9Advisers
15 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
- 6987303
- Firm CRD
- 158242