Jacob RussellCRD Number: 6307943
Current Firm: Edward Jones
Jacob Russell (CRD# 6307943) is an Investment Advisor Representative working at Edward Jones in Shawnee, OK and has over 3 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
H.d. Vest Advisory Services, Inc.
Money Concepts Advisory Service
|Edward Jones||St Louis, MO||Oct 2014 - Current||3|
|Edward Jones||Enid, OK||May 2014 - Oct 2014||< 1|
|Oklahoma State University Athletics||Stillwater, OK||Apr 2013 - May 2014||1|
|Oklahoma State University||Stillwater, OK||Aug 2009 - May 2014||4|
|Oklahoma City Thunder||Oklahoma City, OK||Oct 2013 - Mar 2014||< 1|
|Duncan Golf And Tennis Club||Duncan, OK||May 2012 - Aug 2012||< 1|
|Daily O'collegian||Stillwater, OK||Aug 2011 - May 2012||< 1|
|City Of Duncan||Duncan, OK||May 2011 - Aug 2011||< 1|
|Oklahoma State University||Stillwater, OK||Sep 2010 - May 2011||< 1|
|City Of Duncan||Duncan, OK||May 2010 - Aug 2010||< 1|
|Oklahoma State University||Stillwater, OK||Sep 2009 - May 2010||< 1|
|Duncan Golf And Country Club||Duncan, OK||May 2009 - Aug 2009||< 1|
|Oklahoma State University||Stillwater, OK||Sep 2008 - May 2009||< 1|
|Duncan Golf And Tennis Club||Duncan, OK||May 2008 - Aug 2008||< 1|
|Unemployed||Duncan, OK||Oct 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
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.