John Francis Rutledge

Employer firm

Phoundational LLC CRD 324552

13 advisory clients

Reported services (Item 5G)

Financial planning

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

Current Employers

Phoundational Llc

Nicasio, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-04

CA RA
APPROVED

Since 2023-05-04

Branch Locations

Nicasio, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fairview Capital Investment Management	Greenbrae	CA	08/2007	03/2018
Phoundational Llc	Nicasio	CA	07/2019	Present
Unemployed	Nicasio	CA	04/2018	06/2019

08/2007 → 03/2018

Fairview Capital Investment Management

Greenbrae, CA
07/2019 → Present

Phoundational Llc

Nicasio, CA
04/2018 → 06/2019

Unemployed

Nicasio, CA

Previous Registrations

2005-12-15 → 2007-07-03

Clearbridge Investments, Llc

New York, NY
2001-01-17 → 2005-12-21

Citigroup Global Markets Inc.

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-11-29
S63	Uniform Securities Agent State Law Examination	1993-10-01

S65 Uniform Investment Adviser Law Examination

2000-11-29
S63 Uniform Securities Agent State Law Examination

1993-10-01

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Johnny Rutledge

View on SEC IAPD