Peter Russell (CRD# 6526397) is an Investment Advisor Representative working at Edward Jones in Pleasant Valley, NY and has over 8 years of experience in the finance industry.
CRD# 2809814
Edward Jones
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2015 - Current | 8 |
| Unemployed | Baldwin Place, NY | Mar 2015 - Jul 2015 | < 1 |
| Self Employed | Baldwin Place, NY | Oct 2014 - Mar 2015 | < 1 |
| Administrative Office Of The Us Courts | New York, NY | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- MO
- NY
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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