Russell WertCRD Number: 6115748
Current Firm: Edward Jones
Russell Wert (CRD# 6115748) is an Investment Advisor Representative working at Edward Jones in Lancaster, PA and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Edward Jones||St. Louis, MO||Sep 2012 - Current||5|
|Lengert Law, LLC||Robesonia, PA||Apr 2011 - Sep 2012||1|
|Weinstein Realty Advisors||York, PA||Jan 2010 - Apr 2011||1|
|Self-employed||Harrisburg, PA||Nov 2008 - Apr 2011||2|
|Shollenberger & Januzzi, LLP||Enola, PA||Oct 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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, MA, 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, WY