John
Christensen

Rs Crum Inc

CRD#7455228
Investment Advisor
in Newport Beach, CA

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About this Advisor

John Christensen is a financial advisor based in Newport Beach, California, working with Rs Crum Inc. John has previously held positions at Rs Crum Inc, UC Police Department, Yorba Linda Friends Church, and KPMG LLP. John is registered to provide services in California. Currently, John is part of Rs Crum Inc, which operates out of Newport Beach, California. The firm has 7 employees and manages assets totaling $586.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Rs Crum Inc includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4 Upper Newport Plaza Drive Suite 201
Newport Beach, CA 92660

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Rs Crum Inc Brokerage Details

Total Assets Under Management

$586,160,379

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

938

CA Average: 3,727
Average Account Size

$624,904

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Christensen Work History

2020 - Present (4 years)

Rs Crum Inc

2016 - 2016 (< 1 year)

Yorba Linda Friends Church

2016 - 2020 (4 years)

Kpmg Llp

2013 - 2016 (3 years)

Uc Police Department

Disclosures

Please visit the SEC profile of John Christensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rs Crum Inc

John Christensen
Newport Beach, CA
Jon Theriault
Newport Beach, CA
Douglas Jankowski
Newport Beach, CA
Mark Rylance
Newport Beach, CA
Daniel Sexton
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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