J. Richard Rust

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Various Insurance Carriers
  Jacksonville, FL
• 01/2001 → Present
  Langley & Associates
  Jacksonville, FL
• 10/2004 → 12/2020
  Avantax Investment Services, Inc
  Jacksonville, FL
• 01/2005 → 12/2020
  Avantax Advisory Services
  Jacksonville, FL
• 08/2006 → Present
  Richard Rust Cpa. P.A.
  Jacksonville, FL
• 07/2019 → 09/2025
  Wageon! Llc
  Jacksonville, FL
• 12/2020 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2005-01-24 → 2020-12-17
  Avantax Advisory Services
  Jacksonville, FL
• 2003-12-18 → 2004-10-21
  Waddell & Reed
  Jacksonville, FL

Other Businesses

Richard Rust CPA LLC~'NIR'~3840 Belfort Road #104~Jacksonville~FL~32216~Other~Owner~1/1/1998~10hrs/month~10hrs/month~Marketing name only Nationwide Accounting & Tax Solutions LLC 3840 Belfort Rd Ste 104 Jacksonville FL, 32216 Start date 2-1-25 CPA work: Tax prep, accounting 40-55 hours per week No ownership interest Non-investment related Peace Point Investment Mgmt, LLC 3840 Belfort Road Unit 104 JACKSONVILLE FL, 32216 The LLC is used as my dba and used to report my profits to the taxing authority for my investment advisor business Ownership: 100% Non-investment related; disclosing DBA name only R&W Realty Ventures LLC 3840 Belfort Rd Ste 104 Jacksonville FL, 32216 Commercial Rental, started 8/1/2006, 3840 Belfort Road #104 Jacksonville, FL 32216, No website, 1 hr a month, 50% ownership with spouse. Non-investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Other Names

• John Richard Rust
• Richie Rust