DOUGLAS A. JANKOWSKI
RS CRUM | Director of Trading & Account Management at RS Crum
Newport Beach, CA 92660
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CRD#: 2459889
Professional summary
DOUGLAS ANTHONY JANKOWSKI, who also goes by Douglas A Jankowski, is a registered financial advisor currently at RS CRUM INC. located in Newport Beach, California.
DOUGLAS is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. DOUGLAS has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Doug Jankowski is the Director of Trading and Account Management for RS Crum.
Doug joined the RS Crum team in 2016 with over 20 years in the financial services industry. Doug’s experience expands over many areas including: operations, client service and portfolio management. His background has had an immediate impact on Trading and Account Management at RS Crum.
Doug has a Series 65 Investment Adviser license from NASAA. Doug graduated from Kent State University with a Bachelor of Science degree in Architecture.
Doug is married and lives in Tustin with his wife Judy and their son Joe. Their daughter Amanda is currently attending Duke University.
Doug spends many of his Saturdays volunteering as a referee for American Youth Soccer Organization in Tustin. He has been volunteering for AYSO as a coach and referee since 2000. He enjoys being out there applying the laws of the game and making it a safe environment for the kids.
Question & Answer
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
Douglas A Jankowski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view DOUGLAS ANTHONY JANKOWSKI's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2017 - Present
RS CRUM INC.
Office #1: 4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660RIA
CRD#: 158621
Newport Beach, CA
Past
March 9, 2016 - May 27, 2016
GREENBERG GRAHAM ADVISORS LLC
RIA
CRD#: 128726
IRVINE, CA
Past
September 29, 2004 - February 5, 2007
LWI FINANCIAL INC.
RIA
CRD#: 111861
LOS ANGELES, CA
Past
October 25, 2002 - September 30, 2004
LORING WARD CAPITAL MANAGEMENT INC.
RIA
CRD#: 109045
LOS ANGELES, CA
Past
August 22, 1995 - December 10, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
April 7, 1994 - July 31, 1995
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
Registered Investment Advisory firm - (7/15/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/14/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
Registered Investment Advisory firm - (7/15/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 428-9696
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 952 |
| AUM (Assets Under Management) | $ 616,982,377 |
Red Flags
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Company Information
RS CRUM INC.
Director of Trading & Account Management at RS CrumCRD#: 158621Newport Beach, CA 92660TRUST BUT VERIFY
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