Patrick Rudy has been an investment adviser representative at JPL Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
JPL Wealth Management, LLC is a Greenwood Village, CO firm with $588M under management, 291 clients and 2 advisers in one office, as of its September 2026 filing.
Patrick Rudy’s longest registration was 8 years at United Capital Financial Advisors (2015–2023). Before joining JPL Wealth Management in 2023, Patrick Rudy was registered through United Capital Financial Advisors and Cascade Investment Group, Inc.
- United Capital Financial Advisors– · 8 yearsScottsdale, AZ · Adviser representative · Firm CRD 134600
- Cascade Investment Group, Inc.– · 4 yearsColorado Springs, CO · Adviser representative · Firm CRD 35844
- The Corundum Group, Inc.– · under a yearColorado Springs, CO · Adviser representative · Firm CRD 106490
Investment adviser representative registrations
Patrick Rudy is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- ColoradoSince 23 October 2023
- TexasSince 23 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2010 |
| Series 7 | General Securities Representative Examination | 4 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Ryan Rudy
- CRD
- 5547396
- Firm
- JPL Wealth Management · CRD 328474
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Rudy work?
Patrick Rudy is an investment adviser representative registered through JPL Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Rudy a financial advisor?
Yes. Patrick Rudy has a current investment-adviser registration in Colorado and Texas, through JPL Wealth Management since October 2023.
How many years of experience does Patrick Rudy have?
Patrick Rudy has 16 years in the financial industry, since February 2010, across 4 adviser firms.
What exams has Patrick Rudy passed?
Patrick Rudy has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2008. FINRA credited Patrick Rudy with the SIE, which began in October 2018.
Where did Patrick Rudy work before JPL Wealth Management?
Before JPL Wealth Management, Patrick Rudy was registered through Cascade Investment Group, Inc., June 2010 to February 2015; The Corundum Group, Inc., February 2010 to July 2010.
Is Patrick Rudy registered with FINRA?
No. Patrick Rudy has no current broker registration.
How can I verify Patrick Rudy’s record?
Search CRD 5547396 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Rudy’s full registration record.