Jonathan Russell (CRD# 7428994) is an Investment Advisor Representative working at Archambo Financial Advisors, Inc. in Bartlesville, OK and has over 2 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Bartlesville, OK | Jun 2023 - Current | < 1 |
| Archambo Financial Advisors, Inc. | Bartlesville, OK | Aug 2021 - Current | 2 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Aug 2021 - Jun 2023 | 1 |
| Ops Sales Company | Dewey, OK | Feb 2019 - Jul 2021 | 2 |
| Northeastern Oklahoma A&m | Miami, OK | Jul 2018 - Feb 2019 | < 1 |
| Ops Sales Company | Dewey, OK | May 2018 - Jul 2018 | < 1 |
| University Of Oklahoma | Norman, OK | Aug 2013 - May 2018 | 4 |
| University Of Oklahoma | Norman, OK | Jul 2017 - Jan 2018 | < 1 |
| Frasier Homes | Bartlesville, OK | May 2016 - Aug 2017 | 1 |
| Conoco Phillips | Bartlesville, OK | May 2015 - Jul 2015 | < 1 |
| University Of Oklahoma | Norman, OK | Jan 2015 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- OK
- TX
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$734,786
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK, TX
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