Jacob Anthony Rust

Current Employers

Employment History

• 05/2008 → 05/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2009 → 05/2019
  Northwestern Mutual Investment Services Llc
  Provo, UT
• 01/2016 → 05/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2019 → 06/2023
  Townsquare Capital Llc
  Provo, UT
• 03/2021 → 04/2023
  Dfpg Investments, Llc
  Sandy, UT
• 05/2023 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI
• 05/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2019-05-07 → 2023-06-14
  Townsquare Capital, Llc
  Lehi, UT
  Lehi, UT
• 2011-01-11 → 2019-05-07
  Northwestern Mutual Investment Services, Llc
  Provo, UT

Other Businesses

1. Portside Wealth Management; Investment Related; 3507 N University Ave, Suite 150, Provo, UT; RIA: Financial Advisor; RIA affiliation, meet with clients and build plans for them. Start date: 05/15/2023, 1-5 hours/month during non business hours, 21-40 hours/month during business hours. 2. Hudson Oaks Wealth Management Insurance; Non-Investment Related; 412 W Rivers Edge Drive, Provo UT; Insurance, Owner; sell Life Insurance, Disability Insurance, LTC Insurance, and Health Insurance: Start date: 01/01/2019 : 1-5hours/month during non business hours. 11-20 hours/month during business hours. 3. Hudson Oaks Wealth Management; Investment Related; 412 W Rivers Edge Drive, Provo, UT 84604; Wealth Management/Financial Planning; Owner/Managing Partner, Sales Management Client Marketing, Operations. Start date: 01/01/2019, 1-5 hours/month during non business hours, 40+ hours/month during business hours. 4. Freewater Rare Coin Co, Investment related, 1774 N University Pkwy #54, Provo UT, 84604, Retail selling/buying coins,gold,silver, paper money, supplies. Owner, manage team, provide vision/guidance. Start date: 01/01/2024, 11-20 hours/month during non trading hours, 1-5 hours/month during trading hours. 5. Exit Engine, Non investment related, 448 E Winchester St. Ste 400, Salt Lake City UT, 84107, Member/owner, consulting clients through exit planning process and understand their company value. 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 6. Squire CPA Firm, non-investment related. Orem, UT. Consulting/job placement, help CPA firm find candidates for their wealth advisory practice. Start date: April 2026. 1-5 hours/month during non-trading hours 1-5 hours/month during trading hours. 7. Jacob Rust, Real Estate License. Non-investment related. Provo, UT. Agent, selling & buying real estate for personal needs. Start date: Feb 2026. 1-5 hours/month during non-trading hours 1-5 hours/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2009-11-13

Designations

Other Names

• Jake Rust