Newport Securities
43yrs
Top advisor by experience in Temecula
28yrs
Jack Rutledge
Financial advisor at Wells Fargo Advisors
Jack Rutledge is a fiduciary financial advisor in Temecula, California, with 28 years in the industry. Jack joined Wells Fargo Advisors in 2020, after 14 years at Merrill and four years at Morgan Stanley DW. Jack holds the ChFC designation.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in Temecula
Office27555 Ynez Road Suite 120, Temecula, CA 92591
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2006 – 2020MerrillPreviously
- 2002 – 2006Morgan Stanley DW Inc.Previously
Contact Jack
Local office(951) 676-5528Ask for Jack. (314) 875-3000Main office · St. Louis, MO 27555 Ynez Road Suite 120Temecula, CA 92591Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Jack’s local office at (951) 676-5528 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jack Rutledge.
How long has Jack been a financial advisor?
Jack has been in the industry since 1998, about 28 years. Top 19% by experience in Temecula.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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