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John D. Coombs - Portsmouth, NH
John D. Coombs
Senior Director - Investments
Senior Portfolio Manager - OMEGA Group
Oppenheimer & Co. Inc.
30 Penhallow Street
Suite 100
Portsmouth, NH 03801
Tel:  (603) 383-8054
Toll Free:  (800) 863-5434
Fax:  (603) 436-7721


John D. Coombs is licensed in the following state(s)*:
CA, CO, CT, FL, GA, LA, MA, ME, MN, NH, NJ, NY, TX
2013 Wealth Manager Five Star Professional


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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 two 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 is a current member of both the Jackson Chamber of Commerce and the Mount Washington Valley Chamber of Commerce. 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
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• Cash Management • Retirement Planning Services
• Deferred Compensation Plans • Sales of Restricted and Control Stocks
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If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

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