Russell FletcherCRD Number: 1787137
Current Firm: J.p. Morgan Securities LLC
Russell Fletcher (CRD# 1787137) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Carmel-By-The-Sea, CA and has over 27 years of experience in the finance industry.
Cetera Advisors LLC
Monterey Private Wealth, Inc.
Sagepoint Financial, Inc.
|Monterey County Adult Protective Services And Public Guardians||Montery, CA||Sep 2014 - Current||3|
|J.p. Morgan Securities LLC||Carmel, CA||Oct 2012 - Current||5|
|Wamu Investments Inc.||Carmel, CA||Nov 2008 - Current||8|
|Chase Investment Services Corp.||Marina, CA||May 2009 - Oct 2012||3|
|Axa Equitable Life Assurance Society Of The United States||San Mateo, CA||Nov 1987 - Nov 2008||21|
|Axa Advisors LLC||San Mateo, CA||Nov 1987 - Nov 2008||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
|S63||Uniform Securities State Law Examination||Apr 1998|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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