Jared
Ruxer

Woodley Farra

CRD#7153690
Investment Advisor
in Indianapolis, IN

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About this Advisor

Jared Ruxer is a financial advisor based out of Indianapolis, Indiana who has 4 years of industry experience. Ruxer works at Woodley Farra. Over the course of their career, Ruxer has held roles at Woodley Farra Manion Portfolio Management, Unified Group Services, Student, Kc Royals, Big League Advance and La Angels. Ruxer maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Indiana. Woodley Farra is an advisory business headquartered in Indianapolis, IN. It administers $2 billion in assets among its 1,270 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 1,270 client accounts, 56% are associated with high-net-worth clients who have greater than $1 million in investable assets. Woodley Farra has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically depend on the services provided. Fee types billed by Woodley Farra may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8555 N. River Road Suite 400
Indianapolis, IN 46240

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Woodley Farra Brokerage Details

Total Assets Under Management

$1,496,770,479

IN Average: $1,347,246,178
Total Number of Employees

11

IN Average: 46
Total Number of Accounts

1,270

IN Average: 1,775
Average Account Size

$1,178,559

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jared Ruxer Work History

Jared has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodley Farra Manion Portfolio Management

2018 - 2019 (1 year)

Unified Group Services

2014 - 2018 (4 years)

Kc Royals

2014 - 2018 (4 years)

Big League Advance

2014 - 2018 (4 years)

La Angels

2009 - 2014 (5 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jared Ruxer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodley Farra

John Shelbourne
Indianapolis, IN
Emily Pyle
Indianapolis, IN
Ross Bennett
Indianapolis, IN
Kimberly Bright
Indianapolis, IN
Jared Ruxer
Indianapolis, IN
Kyle Harlemert
Indianapolis, IN
Michael Manion
Indianapolis, IN
George Farra
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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