JR
Joshua A. Rudd
STYRE WEALTH
Fort Worth, TX 76104
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CRD#: 4591173
JR
Professional summary
Joshua Aaron Rudd is a registered financial advisor currently at STYRE WEALTH located in Fort Worth, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joshua has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE RUDD COMPANY, LLC, INVESTMENT RELATED, 1300 S UNIVERSITY DRIVE, STE 530, FT WORTH, TX 76107, DBA FOR FINANCIAL SERVICES ENTITY, DIRECTOR OF INVESTMENT MANAGEMENT, START DATE 10/2009, 160 HPM, 160 HPM DURING TRADING HOURS, SALES AND SERVICE OF INVESTMENTS AND INSURANCE 2) CRISTO REY FARM, NON-INVESTMENT RELATED, ALEDO, TX, RAISE LIVESTOCK AND PRODUCE, OWNER, START DATE 1/1/2012, 10 HPM, 0 HPM DURING TRADING HOURS, SALE OF LIVESTOCK AND PRODUCE 3) AXIOM MEDICAL CONSULTING, NON INV RELATED, 4840 W. PANTHER CREEK DR PLAZA 2 STE 106 THE WOODLANDS TX 73381, CONSULTING, BOARD MEMBER, 01/01/2013, 1 HR PER MO, 0 HOURS PER MONTH DURING TRADING HOURS, ADVISE CEO AND OTHER COMPANY EXECUTIVES ON VARIOUS GENERAL FINANCIAL MATTERS. 3) THE RUDD COMPANY, LLC; INVESTMENT-RELATED; 1300 S. UNIVERSITY DR., SUITE 530, FORT WORTH, TX 76107; ESTATE PLANNING CONSULTING; CONSULTANT; 1/1/2015; 5 HRS/MNTH; 2 HRS/MNTH DURING TRADING HRS; IDENTIFY AN ESTATE PLANNING NEED AND PROVIDE INVESTMENT CONSULTING TO THE ESTATE PLANNING ATTORNEY AND CLIENT DURING THE ESTATE PLANNING PROCESS. THIS INCLUDES ANY FINANCIAL PLANNING REPORTS, FEEDBACK ON INVESTMENT/INSURANCE STRATEGIES, AND GENERAL CONSULTATION TO BOTH THE CLIENT AND ATTORNEY. 3) WFG INVESTMENTS/WFG ADVISORS; INVESTMENT RELATED; 1300 S. UNIVERSITY DR., SSTE 530, FT. WORTH, TX 76107; REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER; START DATE _________; 160 HOURS PER MONTH; WEALTH MANAGEMENT. 4) Adjunct Professor of Finance; Texas Christian University; Investment Related: No; Location: Dan D. Rogers Hall 2800 S. University Dr. Fort Worth, TX 76129; Description of the business: University; Responsibilities Duties: Professor; Instructor for undergraduate students at the Neeley School of Business at TCU; Start date with business: 2021-01-19; Hours devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 5;
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Aaron Rudd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 23, 2017 - Present
STYRE WEALTH
Office #1: 1517 8th Ave, Fort Worth, TX 76104RIA
CRD#: 289276
Fort Worth, TX
Past
October 2, 2009 - September 21, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
FORT WORTH, TX
Past
October 2, 2009 - September 21, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
FORT WORTH, TX
Past
January 19, 2007 - October 6, 2009
EDWARD JONES
RIA
CRD#: 250
BEDFORD, TX
Past
November 26, 2002 - October 6, 2009
EDWARD JONES
BD
CRD#: 250
BEDFORD, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STYRE WEALTH
STYRE RETIREMENT | THE RUDD COMPANY, LLC | STYRE WEALTH
CRD#: 289276 / SEC#: 801-111027
RIA
Registered Investment Advisory firm - (8/23/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/23/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
STYRE WEALTH
STYRE RETIREMENT | THE RUDD COMPANY, LLC | STYRE WEALTH
CRD#: 289276 / SEC#: 801-111027
RIA
Registered Investment Advisory firm - (8/23/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1517 8th Ave, Fort Worth, TX 76104
Mailing Address
Phone number
(817) 605-7833
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 597 |
| AUM (Assets Under Management) | $ 200,989,968 |
Red Flags
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