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John Mead Rust

Oppenheimer & Co. Inc.

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About John Mead Rust

John Rust is a financial advisor with over 50 years of experience in the industry. John is currently registered with Oppenheimer & Co. Inc. and has previously held roles with several other firms including Dominick & Dominick LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Paine, Webber, Jackson & Curtis Inc., Paine Webber Mitchell Hutchins Inc., Paine, Webber, Jackson & Curtis Incorporated, Dean Witter Reynolds Inc., and Dean Witter & Co. Incorporated. John is a Series 7, Series 3, Series 63, Series 65, and Series 66 licensed advisor and has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. John is also a member of the Investment Committee for the Community Foundation for Loudoun and Northern Fauquier Counties and serves as Treasurer for the Rust Foundation.

Firm Information

John Rust is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Rust’s Registration & Firm History

VA

10/21/2024 - Present

Oppenheimer & Co. Inc. (VIENNA VA)

NY

10/24/2003 - 01/26/2015

DOMINICK & DOMINICK LLC (NEW YORK NY)

NY

11/03/2000 - 10/28/2003

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

08/19/1981 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

01/31/1980 - 12/10/1983

PAINE, WEBBER, JACKSON & CURTIS INC.

NA

05/01/1980 - 08/30/1981

PAINE WEBBER MITCHELL HUTCHINS INC.

NA

03/23/1979 - 01/31/1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

NA

02/24/1978 - 04/06/1979

DEAN WITTER REYNOLDS INC.

NA

08/03/1973 - 02/24/1978

DEAN WITTER & CO. INCORPORATED

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Licenses & Designations

BOTH

Issued 08/22/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/12/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1983

Series 3 - National Commodity Futures Examination

BC

Issued 02/06/1979

PC - AMEX Put and Call Exam

BC

Issued 07/30/1973

Series 000 - General Securities Principal Examination

BC

Issued 07/30/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Mead Rust.
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