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Jordan Rubin

Modera Wealth Management, LLC

Mclean, VA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-17
VA RA APPROVED 2022-11-17
  • TX RA
    APPROVED
    Since 2022-11-17
  • VA RA
    APPROVED
    Since 2022-11-17

Branch Locations

7601 Lewinsville Road Suite 210, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manchester Capital Management Llc Charlottesville VA 07/2015 03/2021
Unemployed Washington DC 03/2021 05/2021
Evermay Wealth Management, Llc Arlington VA 05/2021 01/2022
Bernhardt Wealth Management, Inc. Mclean VA 02/2022 11/2022
Modera Wealth Management, Llc Westwood NJ 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2016-03-04
Designations

View on SEC IAPD

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