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Ben Emons
HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA 91403
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CRD#: 4653997
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Professional summary
Ben Emons is a registered financial advisor currently at HIGHLINE WEALTH PARTNERS located in Sherman Oaks, California.
Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ben has worked at 11 firms and has passed the Series 65, Series 63, Series 66, Series 6TO, 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. NAME OF OTHER BUSINESS: FedWatch Advisors INVESTMENT RELATED: yes ADDRESS: San Gabriel, CA 91775 US NATURE OF BUSINESS: FedWatch Advisors is an outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Offering customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. Managed core plus and FedWatch model ETF portfolios to the Barclays short-term and Credit/Govt Index. TITLES/POSITIONS: CIO/FOUNDER START DATE: 06/03/2024 APPROX. NUMBER OF HOURS PER MONTH DEVOTED: 40 APPROX. NUMBER OF TRADING HOURS PER MONTH DEVOTED: 0 DUTIES: Outsourced CIO to hedge funds, money managers, wealth management and family offices, pensions, insurance, and RIA clients. Customized model portfolio construction and wealth strategy solutions in an outsourced CIO services model based on an interest rate and equity diversification approach. 2. NAME OF OTHER BUSINESS: BLOOMBERG ODD LOTS CONTRIBUTOR INVESTMENT RELATED: YES ADDRESS: 740 LEXINGTON AVE., NEW YORK, NY 10013 NATURE OF BUSINESS: CONTRIBUTOR TO ODD LOTS NEWSLETTER START DATE: 10/1/2024 POSITION/TITLE/RELATIONSHIP: CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WRITING COLUMNS/NEWSLETTERS ABOUT MARKET AND POLICY; 3. NAME OF OTHER BUSINESS: UNIVERSITY OF SOUTHERN CALIFORNIA INVESTMENT RELATED: NO ADDRESS: 3670 TROUSDALE PKWY, LOS ANGELES, CA 90089 NATURE OF BUSINESS: TEACHING AND CAREER CENTER START DATE: 1/1/2016 POSITION/TITLE/RELATIONSHIP: CAREER COUNSELOR AND ADJUNCT RELATIONSHIP APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADJUNCT PROFESSOR OF MBA AND MASTERS OF FINANCE PROGRAM, TEACH CLASSES ON FINANCE AND MACROECONOMICS. ADVISOR/COUNSELOR TO USC CAREER CENTER TO HELP STUDENTS WITH CAREER DEVELOPMENT; 4. NAME OF OTHER BUSINESS: MEDIA APPEARANCES INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: MARKET COMMENTARY CONTRIBUTOR START DATE: 1/1999 POSITION/TITLE/RELATIONSHIP: MEDIA CONTRIBUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MEDIA APPEARANCES; 5. NAME OF OTHER BUSINESS: VARSITY TUTORS INVESTMENT RELATED: NO ADDRESS: SAN GABRIEL, CA 91775 NATURE OF BUSINESS: TUTORING STUDENTS START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: TUTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TUTORING STUDENTS
CRS (Client Relationship Summary) - RIA
Click below to view Ben Emons'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
September 4, 2025 - Present
HIGHLINE WEALTH PARTNERS
Office #1: 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403RIA
CRD#: 284712
Sherman Oaks, CA
Past
May 20, 2025 - September 9, 2025
FARTHER
RIA
CRD#: 302050
Pasadena, CA
Past
April 10, 2025 - July 22, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
West Covina, CA
Past
February 10, 2025 - July 22, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
West Covina, CA
Past
January 5, 2023 - June 3, 2024
NEW EDGE WEALTH
RIA
CRD#: 307771
STAMFORD, CT
Past
April 6, 2018 - November 28, 2018
INTELLECTUS PARTNERS, LLC
RIA
CRD#: 173140
SAN FRANCISCO, CA
Past
March 31, 2006 - September 14, 2006
INDYMAC SECURITIES CORPORATION
BD
CRD#: 138206
PASADENA, CA
Past
August 17, 2005 - May 15, 2006
PFIC SECURITIES CORPORATION
BD
CRD#: 34941
PASADENA, CA
Past
April 14, 2005 - August 17, 2005
FISERV INVESTOR SERVICES, INC.
BD
CRD#: 34637
HOUSTON, TX
Past
August 23, 2004 - January 3, 2005
PMB SECURITIES CORP.
BD
CRD#: 118642
NEWPORT BEACH, CA
Past
November 14, 2003 - August 24, 2004
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
MONUMENT, CO
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".
HW
HIGHLINE WEALTH PARTNERS
CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS
CRD#: 284712 / SEC#: 801-108350
RIA
Registered Investment Advisory firm - (9/6/2016 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
California(9/4/2025)
IAR
District of Columbia(9/24/2025)
IAR
New York(9/4/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/10/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HW
HIGHLINE WEALTH PARTNERS
CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS
CRD#: 284712 / SEC#: 801-108350
RIA
Registered Investment Advisory firm - (9/6/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403
Mailing Address
Phone number
(818) 340-0157
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 665,649,057 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
