Judah Rubin
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Rrr Real Estate Associates, LPMar 2021 to now
- Belmont Residences LLCFeb 2021 to now
- Edward JonesJan 2025 to Jan 2026
- Shark Tooth LLCApr 2023 to Jan 2025
- JP Morgan Securities LLCSep 2019 to Jan 2025
- JPMorgan Chase Bank NASep 2019 to Jan 2025
- UnemployedJun 2019 to Aug 2019
- NY Life Constitution General OfficeFeb 2019 to May 2019
- Le Vin Co LLCSep 2014 to Feb 2019
- Rittenhouse Hematology and OncologyJun 2010 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7091942
- Firm CRD
- 19616