Russell Fletcher, financial advisor Carmel-By-The-Sea CA
101 score

Russell Fletcher

CRD 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.

Similar Advisors
Dorothy Belville, financial advisor Carmel-By-The-Sea CA
Dorothy M. Belville
CRD# 718668
Cetera Advisors LLC
Score
96
Similar Advisors
Cristofer Cabanillas, financial advisor Carmel-By-The-Sea CA
Cristofer A. Cabanillas
CRD# 4048836
Monterey Private Wealth, Inc.
Score
96
Similar Advisors
George Chobany, financial advisor Carmel-By-The-Sea CA
George C. Chobany
CRD# 1012476
Sagepoint Financial, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Monterey County Adult Protective Services And Public Guardians Montery, CA Sep 2014 - Current 2
J.p. Morgan Securities LLC Carmel, CA Oct 2012 - Current 4
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
Contact Info for Russell L. Fletcher
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Russell Fletcher and other advisors.
BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.