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Jamie Noelle Rugg

Highline Wealth Partners

Sherman Oaks, CA

CRD 6712313

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Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charlesworth & Rugg, Inc. (Dba Highline Wealth Partners) Sherman Oaks CA 04/2016 12/2024
Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.) Sherman Oaks CA 12/2024 Present
  • 04/2016 → 12/2024
    Charlesworth & Rugg, Inc. (Dba Highline Wealth Partners)
    Sherman Oaks, CA
  • 12/2024 → Present
    Highline Wealth Partners, Llc (Fka Charlesworth & Rugg, Inc.)
    Sherman Oaks, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10

View on SEC IAPD

Nearby Firms

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HIGHLINE ASSET MANAGEMENT, LLC

Nearby Investors

ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM

Nearby Offices

MORPHEUS ADVISORS · SHERMAN OAKS, CA
BELAY INVESTMENT GROUP, LLC · SHERMAN OAKS, CA
HIGHLINE ASSET MANAGEMENT, LLC · SHERMAN OAKS, CA

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