Jonathan Rugg has been President of Highline Wealth Partners since August 2016, is a control person of the firm and directly owns under 5% of it. Jonathan Rugg holds a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania.
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.
Jonathan Rugg is President of Highline Wealth Partners, based in Los Angeles. He oversees the day-to-day management of Highline and is a voting member of the Investment Committee. Before joining the firm, he worked in real estate private equity for Urdang Capital (now CenterSquare Capital) in its acquisitions department.
Jonathan Rugg’s longest registration is the current one, 10 years at Highline Wealth Partners since 2016. Before joining Highline Wealth Partners in 2016, Jonathan Rugg was registered through Charlesworth & Rugg Inc.
- Highline Asset Management, LLCAlso current– present · 1 yearSherman Oaks, CA · Adviser representative · Firm CRD 332483
- Highline Wealth PartnersCurrent– present · 10 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
- Charlesworth & Rugg Inc– · 5 yearsWoodland Hills, CA · Adviser representative · Firm CRD 104839
Investment adviser representative registrations
Jonathan Rugg is registered as an investment adviser representative in 2 states. Each was approved in September 2016.
- CaliforniaSince 15 September 2016
- TexasSince 14 September 2016
Examinations
No examinations are on Jonathan Rugg’s record.
- Full name
- Jonathan Christopher Rugg
- CRD
- 5892886
- Firm
- Highline Wealth Partners · CRD 284712
- Role
- President
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Jonathan Rugg work?
Jonathan Rugg has been President of Highline Wealth Partners, LLC since August 2016, and is a control person of the firm.
Is Jonathan Rugg a financial advisor?
Yes. Jonathan Rugg has a current investment-adviser registration in California and Texas, through Highline Wealth Partners since September 2016.
How many years of experience does Jonathan Rugg have?
Jonathan Rugg has 15 years in the financial industry, since March 2011, across 3 adviser firms.
Where did Jonathan Rugg work before Highline Wealth Partners?
Before Highline Wealth Partners, Jonathan Rugg was registered through Charlesworth & Rugg Inc, March 2011 to September 2016.
Where is Jonathan Rugg based?
Jonathan Rugg’s registered office is in Sherman Oaks, CA.
Is Jonathan Rugg registered with FINRA?
No. Jonathan Rugg has no current broker registration.
How can I verify Jonathan Rugg’s record?
Search CRD 5892886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Rugg’s full registration record.