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James R
Series 63, Series 65
Orange, CA
Modern Wealth Management, LLC
James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role, he works as an insurance agent selling fixed annuity insurance products. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm combines centralized investment decision-making with model portfolios and third-party managers, and offers tax, estate, and insurance-related services through affiliated entities.
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