William Russett, financial advisor Pleasanton CA
93 score

William Russett

CRD Number: 4522142
Current Firm: J.p. Morgan Securities LLC

William Russett (CRD# 4522142) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasanton, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Livermore, CA Oct 2012 - Current 4
Chase Investment Services Corp Pleasanton, CA May 2010 - Oct 2012 2
Self-employed Livermore, CA Aug 1997 - Sep 2012 15
Td Ameritrade Inc. Walnut Creek, CA Jan 2008 - Apr 2010 2
Valic Financial Advisors San Mateo, CA Sep 2006 - Jan 2008 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton, CA Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for William A. Russett
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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