Jacob William Ruggles

Current Employers

Employment History

• 01/2010 → 11/2022
  American Portfolios Financial Services, Inc
  Whitehall, PA
• 01/2010 → Present
  Kmj Financial Group, Llc
  Whitehall, PA
• 11/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2010-01-13 → 2022-11-15
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2004-08-30 → 2010-01-12
  Wells Fargo Clearing Services, Llc
  Catasqua, PA
  Catasqua, PA
  Catasauqua, PA
  Allentown, PA
  Allentown, PA

Other Businesses

1. Co-owner, Pinnacle Tax Associates, LLC; tax services; as of 9/15/2022; 10% of time spent during business hours; Conducted at branch location; Not investment related. 2. Tax Preparation, Pinnacle Tax Associates, LLC; as of 9/15/2022; 10% of Time spent during business hours; Conducted at branch; Not investment related. 3. President/Managing Director for Easton Soccer Alumni Club, Located at Easton, PA, as of March 2020; Approximately 0 % time spent during business hours; Not Conducted at branch location; Not Investment related. 4. Owner, KMJ Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 02/04/2010; 3% of time spent during business hours; Conducted at branch; Investment related. 5. Fixed insurance sales; as of 02/04/2010; 3% of time spent during business hours; Conducted at branch location; Investment related. 6. Treasurer and Board Member, Foundation for Easton Public Schools, Located at Easton, PA, as of June 2019; Approximately 0 % time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-25
• S63 Uniform Securities Agent State Law Examination
  2001-12-03

Designations

Other Names

• Ruggles