Adam Rutz

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Long Beach, CA
• 11/2019 → Present
  J.P. Morgan Securities Llc
  Long Beach, CA
• 09/2018 → 10/2019
  Glory Days Sports Grille
  Los Angeles, CA
• 03/2019 → 09/2019
  Wells Fargo Advisors (Vanhorn Financial Group)
  Seal Beach, CA
• 01/2019 → 03/2019
  New York Life Insurance Co
  Glendale, CA
• 09/2015 → 08/2018
  Disneyland Resort
  Anaheim, CA
• 09/2013 → 03/2019
  University Of California
  Irvine, CA
• 04/2022 → Present
  Rutz's Resale
  Long Beach, CA
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Other Businesses

Entity Name: Rutz's Resale Investment related: No Address: 4515 Graywood Ave Long Beach CA 90808 Nature of the other business: Vending Machines Position/Title/Relationship: Owner/Partner Start Date: 04/28/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A sole proprietorship. A vending machine business that sells sodas, chips, and other snacks. Responsibilities include serving machines.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2020-01-24

Other Names

• Adam Michael Rutz