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professional profile

James Robert Rukstalis, CFP, ChFC, CLU

AgentIAR Santa Clara, CA CRD 6736220 Last verified October 2026

Overview

James Robert Rukstalis is an insurance agent and an investment adviser representative based in Santa Clara, CA, with 22 years in the industry.

Years in the industry
22
States licensed
1
States registered
1
Carrier appointments
19

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 1 state
  • Life Agent Individual
  • Producer

3 lines of authority, with every state and its dates

Firms

Employment history since 2017

Carriers

19 active carrier appointments

Book and practice

Firm assets under management on file

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