Matthew P. Jude

REBALANCE LLC

Sacramento, CA

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CRD#: 6987303

Professional summary

Matthew Peter Jude, CFP®, who also goes by Matthew Jude, is a registered financial advisor currently at REBALANCE LLC located in Sacramento, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Jude

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Peter Jude's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

July 20, 2023 - Present

REBALANCE LLC

RIA

CRD#: 158242

Sacramento, CA

Past

June 10, 2020 - July 5, 2023

LUCAS GROUP FINANCIAL PLANNERS, INC.

RIA

CRD#: 130163

SACRAMENTO, 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".

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 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
(7/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/31/2020

Uniform Investment Adviser Law Examination

Current Firm

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 Approved)

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Contact information

Main Address

635 Bryant Street #6, Palo Alto, CA 94301

Mailing Address

4800 Hampden Lane Suite 200, Bethesda, MD 20814

Phone number

(650) 396-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,607
AUM (Assets Under Management)	$ 1,558,126,646

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.

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Matthew P. Jude

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Peter Jude's CRS (Customer Relationship Summary).

Certified licenses

Experience

REBALANCE LLC

LUCAS GROUP FINANCIAL PLANNERS, INC.

Primary Firm SEC Registration

REBALANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2020

Current Firm

REBALANCE LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBALANCE LLC

TRUST BUT VERIFY

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