Jamie Rugg has been an investment adviser representative at Highline Wealth Partners since November 2016, and is not listed among the firm’s executive officers or direct owners. Jamie Rugg holds a Bachelor of Science in Business Administration from Marshall School of Business, University of Southern California and a Certificate program in Personal Financial Planning from the University of California, Los Angeles.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Jamie Rugg is Vice President, Wealth Management of Highline Wealth Partners, based in Los Angeles. She oversees firm financial planning and wealth management and participates in investment analysis and research. Before joining the firm, she led operations and strategy at a marketing automation startup and held numerous management positions in operations, training, and development at Nordstrom.
- Highline Wealth PartnersCurrent– present · 9 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
Investment adviser representative registrations
Jamie Rugg is registered as an investment adviser representative in California, since November 2016.
- CaliforniaSince 10 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jamie Noelle Rugg
- CRD
- 6712313
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Jamie Rugg work?
Jamie Rugg is an investment adviser representative registered through Highline Wealth Partners, LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jamie Rugg a financial advisor?
Yes. Jamie Rugg has a current investment-adviser registration in California, through Highline Wealth Partners since November 2016.
How many years of experience does Jamie Rugg have?
Jamie Rugg has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Jamie Rugg passed?
Jamie Rugg passed the Series 65 in November 2016.
Where is Jamie Rugg based?
Jamie Rugg’s registered office is in Sherman Oaks, CA.
Is Jamie Rugg registered with FINRA?
No. Jamie Rugg has no current broker registration.
How can I verify Jamie Rugg’s record?
Search CRD 6712313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamie Rugg’s full registration record.
