Rj20, Inc. (Durham)

Name: Rj20, Inc.
Address: 2530 Meridian Parkway, Durham, NC, 27713
Telephone: 877-438-7520

Rj20, Inc. is an internet adviser based in Durham. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

Rj20 provides financial planning services and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rj20, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Chip Jason Jurgensen serves?

The only and largest group of clients of Chip Jason Jurgensen is individuals with 39 clients and $0 of assets under management. Among the 5 most similar advisory firms, Rj20 has the highest percentage of individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

Rj20 doesn't advise any private funds.

Careers at Rj20, Inc.

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Chip Jason Jurgensen has been acting as President since 1 May 2012. Sean Timothy Ruehl joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean Timothy Ruehl	President/member	1 Mar 2009	25% - 50%	4287431
Chip Jason Jurgensen	Chief financial officer/member	1 Dec 2009	25% - 50%	4202230
Lyle Dean Finley	Chief compliance officer/member	1 Jan 2012	Other	2482249
Chip Jason Jurgensen	President/chief financial officer/member	1 May 2012	75% - 100%	4202230
Sean Timothy Ruehl	President and chief compliance officer	1 Mar 2016	Other	4287431

Based in Durham

The principal office where Rj20, Inc. performs its advisory services is located at 2530 Meridian Parkway, Durham, NC 27713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-438-7520 or by fax 877-438-7520. The normal business hours are 9:00 am - 5:00 pm (et) on Monday - Friday. You can find more information about the New York firm at rj20.com.