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John Patrick Rudio

Investment Adviser Representative at ECHELONS CAPITAL, LLC

Park City, UTCRD #6482618Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasUtah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/24/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 8/28/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 9/14/2018
Series 7
General Securities Representative Examination
Passed 8/25/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
All Assets0.35%
All Assets Max1.25%
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Echelons Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ECHELONS CAPITAL, LLCCurrent
4/20/2023 – Park City, UT
PHASE LINE CAPITAL, LLC
6/25/2022 – 7/10/2023Atlanta, GA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ECHELONS CAPITAL, LLC

1 other advisor in the directory

Brett Thomas Leahy
Investment Adviser Representative
Dual-registered
View ECHELONS CAPITAL, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Patrick Rudio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.