Daniel V. Rudibaugh

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2012 → 09/2017
  Sojourn Community Church
  Louisville, KY
• 05/2016 → 08/2017
  Waddell & Reed Inc
  Louisville, KY
• 09/2017 → 09/2018
  Jp Morgan Chase Bank
  Louisville, KY
• 09/2017 → 09/2018
  Jp Morgan Securities Llc
  Louisville, KY
• 09/2018 → Present
  Jp Morgan Securities Llc
  Ft. Thomas, KY
• 09/2018 → Present
  Jp Morgan Chase Bank
  Ft. Thomas, KY

Previous Registrations

• 2016-08-05 → 2017-08-17
  Waddell & Reed
  Louisville, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-05
• S63 Uniform Securities Agent State Law Examination
  2012-07-03

Other Names

• Daniel V Rudibaugh
• Daniel Rudibaugh
• Dan V Rudibaugh
• Dan Rudibaugh
• Daniel Vincent Rudibaugh