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Chief Financial Officer · LEO Fund Services, LLC

Jon D Rustin

CRD 6445364 · Named on Form ADV at 2 SEC-registered advisers

At a glance

LEO Fund Services, LLC, an SEC-registered private fund adviser based in Edison, NJ with $151 million in regulatory assets, lists Jon D Rustin on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Jon at 1 other registered adviser.

Firms and roles

  • LEO Fund Services, LLCChief Financial OfficerPrivate fund adviser · Edison, NJ · $151M in regulatory assets
  • LEO Wealth, LLCCFOWealth manager · Edison, NJ · $3.2B in regulatory assets

AtlasMembers

Jon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.