Jacob
Rue
Shore Point Advisors, LLC
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About this Advisor
Jacob Rue is a financial advisor based out of Brielle, New Jersey with 5 years of industry experience. Rue works at Shore Point Advisors, LLC. Rue has gained experience at Bnp Paribas Securities Corp, Navesink Fx Advisory LLC, Pwm Advisory Group, LLC, Shore Point Advisors, LLC, Park Avenue Securities and Guardian Life Insurance. Rue has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, New Jersey and Texas. Shore Point Advisors, LLC is a registered investment firm that has its headquarters in Brielle, NJ. It has $163 million in assets under management among its 1,298 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 1,298 accounts, just 12% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Shore Point Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees are based on which service is offered. However, fees billed by Shore Point Advisors, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shore Point Advisors, LLC Brokerage Details
$162,810,414
5
1,298
$125,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jacob Rue Work History
Jacob has been registered as a financial advisor for 5 years.*
Shore Point Advisors, LLC
Guardian Life Insurance
Park Avenue Securities
Navesink Fx Advisory LLC
Pwm Advisory Group, LLC
Bnp Paribas Securities Corp
*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 Jacob Rue 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 Shore Point Advisors, LLC
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
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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