Rs Crum Inc.
Rs Crum Inc. (CRD# 158621) is a financial advisory firm headquartered in Newport Beach, CA. They manage $586,160,379 in 938 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management586MILLION
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Total Number of Accounts938ACCOUNTS
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Average Account Value$624,904
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
Douglas Jankowski (CRD# 2459889) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.
Mark Rylance (CRD# 3029730) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has over 25 years of experience in the finance industry.
Daniel Sexton (CRD# 5314524) is an Investment Advisor Representative working at RS Crum, Inc. in Newport Beach, CA and has 20 years of experience in the finance industry. Daniel Sexton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Jon Theriault (CRD# 4297295) is an Investment Advisor Representative working at R.S. Crum, Inc. in Newport Beach, CA and has over 16 years of experience in the finance industry. Jon Theriault has taken additional exams to become a Certified Financial Planner (CFP®) . CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Jon is also a Certified Kingdom Advisor (CKA®), which is a certification for advisors committed to providing biblically wise financial advice. Jon obtained is MBA with an emphasis in Finance from Pepperdine University.
John Christensen (CRD# 7455228) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has 1 year of experience in the finance industry.