James Robert Rukstalis

Employer firm

Altura Wealth Advisors Inc. CRD 309501

$250M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2008 → Present
  Freedom Insurance Solutions Dba J.R. Financial & Insurance
  Santa Clara, CA
• 01/2017 → 12/2019
  Qualified Planning
  San Diego, CA
• 02/2008 → Present
  J.R. Financial
  Santa Clara, CA
• 05/2020 → Present
  Esg Planning
  San Jose, CA
• 10/2019 → 09/2021
  Qualified Planning
  San Diego, CA

Previous Registrations

• 2019-10-18 → 2021-09-27
  Qualified Planning
  San Diego, CA
  Santa Clara, CA
• 2017-01-10 → 2019-12-11
  Qualified Planning
  Santa Clara, CA

Other Businesses

01/2009; FREEDOM INSURANCE SOLUTIONS DBA. J.R. FINANCIAL & INSURANCE SERVICES, INVESTMENT RELATED,2005 De LA CRUZ STE 128,SANTA CLARA, CA 95050, INSURANCE SALES, PRESIDENT, APPROXIMATELY 120 HOURS PER MONTH, APPROXIMATELY 120 HOURS DURING TRADING HOURS, PRESIDENT, INSURANCE SALES-OWNER-OPERATER. 12/2016: GOOGAIN INC., INVESTMENT RELATED, 1288 KIFER ROAD #207 SUNNYVALE CA, 24086, MORTGAGE LOAN ORIGINATION-REAL ESTATE SALES, LOAN OFFICE-REAL ESTATE AGENT, 5 HOURS/MONTH, 5 HOURS/MONTH DURING TRADING HOURS, REAL ESTATE SALES-MORTGAGE LOAN ORIGINATION. Insurance Agent Real Estate Salesperson NMLS (Loan Origination) Notary Public Insurance, Real Estate, NMLS

Designations

• Certified Financial Planner
• Chartered Financial Consultant