Rudolph Edward Brandes

Current Employers

Employment History

• 07/2015 → 03/2020
  Jackson Financial Management
  Costa Mesa, CA
• 08/2019 → 05/2021
  Mercer Global Advisors Inc.
  Costa Mesa, CA
• 06/2021 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 2015-09-16 → 2020-03-27
  Jackson Financial Management
  Costa Mesa, CA

Other Businesses

1) Enhanced Insurance Services LLC dba Advanced Design Insurance Services; Investment related; Villa Park, CA; Insurance Company; Licensed insurance agent; 08/01/2019; Devotes 2-3 hours per month, 1 during trading; Duties include: Recommend the purchase of certain insurance-related products on a commission basis. 2) Woodbridge Village Association, Inc.; Non-investment-related; Irvine, CA; HOA; Finance Committee Member; 04/01/2022; Devotes 1 hour per month, none during trading; Duties include: Review and analyze budget, and make recommendations regarding financial controls, budget procedures, accountability, and delinquency. 3) Rudymentary AI Consulting LLC; Non- Investment related; 15 Daybreak, Irvine, CA 92614; AI Consulting; Founder and Principal Consultant; 08/11/2024; 40-60 Hours per month, 10-15 during trading; Duties include: Provide Artificial Intelligence (AI) consulting services around AI strategy, tools and training to help businesses and non-profits enhance efficiency and deploy AI effectively.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-10

Designations

Other Names

• Rudy Brandes