Jacob Bergen Rue

Employer firm

Shore Point Advisors, LLC CRD 296848

$328M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 12/2016 → 06/2018
  Guardian Life Insurance
  Brielle, NJ
• 07/2015 → 06/2018
  Park Avenue Securities
  Brielle, NJ
• 05/2018 → Present
  Shore Point Advisors, Llc
  Brielle, NJ

Previous Registrations

• 2015-08-10 → 2018-06-25
  Park Avenue Securities Llc
  Wall, NJ
  Brielle, NJ
• 2015-01-14 → 2015-03-30
  Withum Wealth Management
  Red Bank, NJ

Other Businesses

(1) JCL FINANCIAL LLC; INVESTMENT RELATED; 402 Higgins Ave, Brielle, NJ 08730; LIFE/DISABILITY/LONG TERM CARE INSURANCE; AGENT, START DATE: 5/2018; HOURS/MONTH: .1; HOURS DURING SECURITIES TRADING HOURS: .1; SALES OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-22
• S63 Uniform Securities Agent State Law Examination
  2005-07-19

Other Names

• Jacob Bergeb Rue
• Jacob Bergen Rue
• Jake Rue