Rs Crum Inc.

Douglas Jankowski is a financial advisor at RS Crum, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RS Crum since 2016, following nine years at Greenberg Graham Advisors LLC. RS Crum, Inc. is a fee-only, SEC-registered advisory firm serving primarily high-income and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary investment management, financial planning, and business consulting, managing portfolios through asset allocation models that incorporate fundamental analysis and global diversification.

Jon Theriault is a CFP® with 14 years of industry experience and has been with Rs Crum Inc. since 2008. He holds the Series 63 license and is based in Newport Beach, CA. Rs Crum, Inc. is an SEC-registered, fee-only advisory firm serving high-income and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary investment management, financial planning, and business consulting, managing portfolios with diversified asset allocation models and offering both ongoing and limited-duration engagements.

Eric Papa is a CFP® with five years of industry experience, currently serving as an advisor at RS Crum, Inc. He has previously worked at Wealth Coast Wealth Management and FormulaFolio Investments. His background includes roles at the University of California, Santa Barbara, and Santa Barbara City College. RS Crum, Inc. is a fee-only advisory firm serving high-income and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary investment management and business consulting, employing asset allocation models that include a range of securities and alternative investments guided by fundamental analysis and global diversification.

Daniel Sexton is a CFP® professional with 14 years of industry experience, currently serving at Rs Crum Inc. in Newport Beach, CA. He has been with Rs Crum Inc. for 30 years, contributing to the firm’s advisory team. Rs Crum Inc. is an SEC-registered, fee-only advisory firm that provides discretionary investment management, financial planning, and business consulting primarily to high-income and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios using asset allocation models across multiple asset classes and offers both comprehensive ongoing management and limited-duration engagements.

John Christensen is a CFP® professional with over eight years of experience in financial advising. He currently works at RS Crum, Inc., where he has been employed since 2020, with a brief tenure at Pure Financial Advisors, LLC. His prior experience includes roles at KPMG LLP and the UC Police Department. RS Crum, Inc. is a fee-only advisory firm serving primarily high-income and high-net-worth clients with discretionary investment management, financial planning, and business consulting. The firm constructs individualized portfolios using asset allocation models informed by fundamental analysis and global diversification.

Mark Rylance is a CFP® and Series 66-registered advisor with 19 years of industry experience. He has been with RS Crum Inc. since 2003. RS Crum, Inc. is a fee-only advisory firm serving high-income and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary investment management, financial planning, and business consulting, utilizing asset allocation models that include equities, fixed income, ETFs, mutual funds, and alternative investments, with an emphasis on fundamental analysis and global diversification.