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Rustin Jj Feldman

HELIUM ADVISORS

VANCOUVER, WA

·CRD# 5532783·18 years experience

Professional Summary

Rustin Jj Feldman is a registered financial advisor currently at HELIUM ADVISORS LLC located in Vancouver, Washington. Rustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Rustin has worked at 5 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

HELIUM ADVISORS LLC·CRD# 282356

RIA

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

January 20, 2026 - Present

HELIUM ADVISORS LLC·CRD# 282356

RIA

Vancouver, WA

December 9, 2022 - December 31, 2025

B. RILEY WEALTH ADVISORS, INC.·CRD# 115927

RIA

Camas, WA

August 22, 2022 - December 2, 2022

B. RILEY WEALTH MANAGEMENT·CRD# 2543

BD

Palos Verdes Estates, CA

November 28, 2018 - December 2, 2022

B. RILEY WEALTH MANAGEMENT·CRD# 2543

RIA

Camas, WA

August 21, 2018 - December 2, 2022

COMPOSITION WEALTH, LLC·CRD# 143483

RIA

Los Angeles, CA

June 25, 2012 - August 27, 2018

BROXTON CAPITAL ADVISORS·CRD# 136914

RIA

Los Angeles, CA

June 18, 2012 - July 11, 2012

BROXTON CAPITAL ADVISORS·CRD# 136914

RIA

Los Angeles, CA

October 8, 2008 - June 4, 2012

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Current Firm

HA

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - SEC (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/7/2022 Terminated)

California

Registered Investment Advisory firm - California (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - Washington (1/11/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

Phone Number

(425) 214-1533

# of Employees

7

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HELIUM ADVISORS LLC FORM ADV PART 2 06.2025 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

690

AUM (Assets Under Management)

$233,777,142

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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.

1) Insurance related sales- Term insurance, Whole Life, IUL 2)Rustin JJ Feldman is a Insurance Agent at Licensed Insurance Agent; Investment related: No; Location: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; Start date: 2022-09-01; Description and Responsibilities Duties: As a licensed insurance agent, Morgan, Rustin, and Roshan can sell life insurance policies. 0 Hours per month during trading; 2 Hours per month outside trading;1% of total yearly compensation to the business.

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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".

HA

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - SEC (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/7/2022 Terminated)

California

Registered Investment Advisory firm - California (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - Washington (1/11/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

California
(1/20/2026)

IAR

New York
(1/21/2026)

IAR

Texas
(1/21/2026)

IAR

Washington
(1/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2008About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2018About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Rustin Jj Feldman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RF

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