Rustin Feldman has been Head of Wealth Management of Helium Advisors since September 2025, is not listed as a control person, but directly owns under 5% of the firm. Rustin Feldman holds a Degree in Finance from the University of Miami.
Helium Advisors LLC is a Vancouver, WA firm with $234M under management, 279 clients and 4 advisers across 2 offices, as of its May 2026 filing.
JJ Feldman is Head of Wealth Management / Partner of Helium Advisors. He has over 17 years of experience in portfolio management, securities analysis and corporate finance, and works with clients on portfolio construction and asset allocation, and with their other business advisors on income tax, estate tax and charitable planning. Before joining Helium, he worked at a Los Angeles based investment advisory firm, and he began his career at KPMG advising middle market companies on mergers and acquisitions and valuations.
Rustin Feldman’s longest registration was 6 years at Miracle Mile Advisors, LLC (2012–2018). Before joining Helium Advisors in 2026, Rustin Feldman was registered through B. Riley Wealth Advisors, Inc. and B Riley Wealth Management.
- Helium Advisors LLCCurrent– present · 3 yearsVancouver, WA · Adviser representative · Firm CRD 282356
- B. Riley Wealth Advisors, Inc.– · under a yearCamas, WA · Adviser representative · Firm CRD 115927
- B Riley Wealth Management– · 4 yearsCamas, WA · Adviser representative · Firm CRD 2543
- Miracle Mile Advisors, LLC– · 6 yearsLos Angeles, CA · Adviser representative · Firm CRD 143483
- Broxton Capital Advisors LLC– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 136914
Investment adviser representative registrations
Rustin Feldman is registered as an investment adviser representative in 4 states, as a resident of Texas. Each was approved in January 2026.
- CaliforniaSince 20 January 2026
- New YorkSince 21 January 2026
- TexasResidentSince 21 January 2026
- WashingtonSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 November 2018 |
| SIE | Securities Industry Essentials Examination | 11 October 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2008 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rustin JJ Feldman
- CRD
- 5532783
- Firm
- Helium Advisors · CRD 282356
- Role
- Head of Wealth Management
- Office
- 222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, Vancouver, WA 98684
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heliumadvisors.com
Where does Rustin Feldman work?
Rustin Feldman has been Head of Wealth Management of Helium Advisors LLC since September 2025.
Is Rustin Feldman a financial advisor?
Yes. Rustin Feldman has a current investment-adviser registration in California, New York, Texas and Washington, through Helium Advisors since January 2026.
How many years of experience does Rustin Feldman have?
Rustin Feldman has 17 years in the financial industry, since November 2008, across 5 adviser firms.
What exams has Rustin Feldman passed?
Rustin Feldman has passed 3 licensing exams: the Series 65, SIE and Series 7TO. The earliest, the Series 65, was passed in October 2008.
Where did Rustin Feldman work before Helium Advisors?
Before Helium Advisors, Rustin Feldman was registered through B. Riley Wealth Advisors, Inc., August 2022 to December 2022; B Riley Wealth Management, August 2018 to December 2022; Miracle Mile Advisors, LLC, June 2012 to August 2018; Broxton Capital Advisors LLC, October 2008 to July 2012.
Where is Rustin Feldman based?
Rustin Feldman’s registered office is in Vancouver, WA.
Is Rustin Feldman registered with FINRA?
No. Rustin Feldman has no current broker registration.
How can I verify Rustin Feldman’s record?
Search CRD 5532783 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rustin Feldman’s full registration record.
