JR
Jonathan C. Rugg
HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA 91403
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CRD#: 5892886
JR
Professional summary
Jonathan Christopher Rugg, who also goes by Jon Rugg, Jonathan Rugg, is a registered financial advisor currently at HIGHLINE WEALTH PARTNERS located in Sherman Oaks, California and HIGHLINE ASSET MANAGEMENT, LLC located in Sherman Oaks, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Rugg | Jonathan Rugg
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) Jonathan Rugg, CFA, is a co-founder and CEO of a separate financial industry services-related business named Altirr Inc. since Jan. 2021. Altirr is a SaaS alternative investment analysis, tracking, and reporting technology tool that is intended to benefit Highline as well as financial advisors in general. Mr. Rugg is responsible for helping build the analytics, lead the sales effort, and is involved in the overall strategy for the business. Mr. Rugg is not currently compensated for this other business. There is no "address" for this business at this time. Mr. Rugg devotes approximately 20 hours per month to this business, none during normal trading hours. This business is not investment related. (2) Since 12/1/2016 - present, Mr. Rugg has been a partner of a real estate investment, which consists of an apartment building under the business name of Norton Avenue Apartments LLC, located at 7959 Norton Avenue, West Hollywood, CA 90046. In addition to being an investor in the property, Mr. Rugg oversees the property managers of a 4 unit multi-family building, makes decisions on new tenants, maintenance projects greater than $500, and other major decision-making. Mr. Rugg receives approximately $3,000 per year from this investment property. He devotes approximately 1 hour per month, none during normal trading hours. (3) Since 2/1/19 - present, Mr. Rugg, as co-founder and investor, has been involved with a lead generation business called "MyWealthness LLC" for Highline financial advisers, to build tools for lead generation as well as help with KYC and AML regulations. Mr. Rugg receives no compensation, and the business is not yet active and is not investment-related. The business is located in Reno, NV. Currently, Mr. Rugg devotes zero hours to this business. (4) 11/2024 - Present; Mr. Rugg is the Founder, President and CCO of Highline Asset Management, a private fund manager under application with the SEC. Highline Asset Management will be an affiliated adviser to Highline Wealth Partners, but will serve completely different clientele. It is investment related. Same address in Sherman Oaks, CA as HWP. Devotes approx. 10-20 hrs. per week during normal business hours. (5) 11/2024 - Present; Mr. Rugg is the CEO of Highline Real Estate Partners LLC, a manager to real estate activities performed by Mr. Rugg. Only investment is real estate, not securities. Devotes 10 hrs. per month during normal business hours. 10298 Morning Song Trail, Reno, NV 89511. (6) 7/2024 - Present; Mr. Rugg is the CEO of Highline Holdings, Inc., the parent and holding company for Highline Wealth Partners, Highline Asset Management, and Highline Real Estate Partners. Highline Holdings may also participate in independent business consulting projects. Not investment related. Approx. 10 hours per month devoted during normal business hours. Business is operated from the Highline corporate office in Sherman Oaks, CA. (7) 6/2024 - Present; Mr. Rugg is the CEO and manager of Highline Ventures 1 LLC, an entity which makes private equity investments. Investment related. Highline Ventures received compensation in the form of management fees from private equity investments. Operated from 10298 Morning Song Trail, Reno, NV 89511. Mr. Rugg devotes approx. 10 hrs. per month during normal business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Christopher Rugg'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 14, 2016 - Present
HIGHLINE WEALTH PARTNERS
Office #1: 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403RIA
CRD#: 284712
Sherman Oaks, CA
Current
January 8, 2025 - Present
HIGHLINE ASSET MANAGEMENT, LLC
Office #1: 15260 Ventura Boulevard, Suite 855, Sherman Oaks, CA 91403RIA
CRD#: 332483
SHERMAN OAKS, CA
Past
March 16, 2011 - September 14, 2016
CHARLESWORTH & RUGG INC
RIA
CRD#: 104839
WOODLAND HILLS, CA
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(9/15/2016)
IAR
Texas(9/14/2016)
Exams
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
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