John D. Coombs

Senior Director - Investments
Senior Portfolio Manager - OMEGA Group

Phone: (603) 383-8054

Toll Free: (800) 863-5434

Fax: (603) 436-7721

30 Penhallow Street
Suite 100
Portsmouth, NH 3801

John D. Coombs is licensed in the following state(s)*:
CA, CO, CT, DC, FL, GA, IA, IL, MA, ME, MN, MS, NH, NJ, NY, OH, OK, OR, PA, TX, WA, WY

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John D. Coombs
Senior Director - Investments
Senior Portfolio Manager - OMEGA Group

John D. Coombs is a Senior Director - Investments and a Senior Portfolio Manager - OMEGA Group with over three decades of experience in the investment business. He joined Oppenheimer & Co. Inc. in 1993 as a Vice President - Investments, after working for ten years as an Assistant Vice President within the Private Client Division at Merrill Lynch.

John is among a growing number of investment representatives who have met the selection criteria for inclusion as a Portfolio Manager of Oppenheimer & Co Inc.'s OMEGA Program, which offers a unique professional money management program in which experienced Financial Advisors perform as portfolio managers for their clients for one all-inclusive fee. In 2007, after satisfying the rigorous OMEGA Program requirements, John was appointed an OMEGA Senior Portfolio Manager, among only a handful of Oppenheimer Portfolio Managers to do so.

Over the years, John has increasingly adopted and refined a conservative, value-oriented investment style based on distinct, carefully crafted, portfolio models, each balancing different combinations of risk and potential performance. He advises and manages client portfolios for both individuals and small corporations. His methodology requires that his clients have long-term time horizon and need for highly disciplined asset management. Realistic and reasonable performance goals and portfolio risk assessment are key components of John's value-added service.

John resides in Jackson, NH and Houston, TX. In addition to his professional career, he is an active long distance runner and competitive cross country skier. He holds a B.A. from the University of Massachusetts after attending Cornell University.

OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services