Jacob Z. Rushton
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacob Zeke Rushton, AIF®, who also goes by Jacob Z. Rushton, Jake Rushton, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2006. Jacob had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 24, 2023 - December 31, 2025
401KLUB ADVISORS, LLC
March 1, 2022 - May 18, 2023
GLOBAL RETIREMENT PARTNERS LLC
January 30, 2020 - February 18, 2022
TRUENORTH WEALTH
May 21, 2018 - January 29, 2020
GO INVEST LLC
January 30, 2018 - December 31, 2019
TRUENORTH WEALTH
October 27, 2015 - August 31, 2017
ALLEGIS INVESTMENT SERVICES, LLC
October 19, 2015 - August 31, 2017
ALLEGIS INVESTMENT ADVISORS, LLC
October 22, 2014 - October 5, 2015
ACHIEVE WEALTH ADVISORS
January 11, 2011 - July 1, 2014
ARETE WEALTH MANAGEMENT, LLC
November 23, 2010 - July 2, 2014
OAK LANE ADVISORS
September 18, 2009 - November 4, 2010
GOLDMAN SACHS & CO. LLC
March 3, 2009 - September 10, 2009
INSPHERE SECURITIES, INC.
March 28, 2007 - September 10, 2009
INSPHERE SECURITIES, INC.
September 15, 2006 - March 12, 2007
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
401KLUB ADVISORS, LLC
CRD#: 325464 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 2,169,271 |
Red Flags
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