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Matthew Peter Jude

Rebalance LLC

Sacramento, CA

Palo Alto, CA

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Current Employers
Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-20
  • CA RA
    APPROVED
    Since 2023-07-20

Branch Locations

Sacramento, CA • United States

635 Bryant Street #6, Palo Alto, CA 94301 • 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
Lucas Group Financial Planners, Inc. Sacramento CA 07/2018 07/2023
Amazon Danville CA 02/2018 04/2018
United Parcel Service San Ramon CA 12/2017 01/2018
Black Sheep Bar & Grill San Luis Obispo CA 01/2017 09/2017
Morris & Garritano Insurance Agency, Inc. San Luis Obispo CA 06/2013 12/2016
Rebalance, Llc Palo Alto CA 07/2023 Present
  • 07/2018 → 07/2023
    Lucas Group Financial Planners, Inc.
    Sacramento, CA
  • 02/2018 → 04/2018
    Amazon
    Danville, CA
  • 12/2017 → 01/2018
    United Parcel Service
    San Ramon, CA
  • 01/2017 → 09/2017
    Black Sheep Bar & Grill
    San Luis Obispo, CA
  • 06/2013 → 12/2016
    Morris & Garritano Insurance Agency, Inc.
    San Luis Obispo, CA
  • 07/2023 → Present
    Rebalance, Llc
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-31
  • S65 Uniform Investment Adviser Law Examination
    2020-05-31
Designations
Other Names
  • Matthew Jude

View on SEC IAPD

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