Robert RussellCRD Number: 7012017
Current Firm: J.p. Morgan Securities LLC
Robert Russell (CRD# 7012017) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sioux Falls, SD and has over 3 years of experience in the finance industry.
Compass Financial Group, Inc.
Wells Fargo Clearing Services, LLC
|J.p. Morgan Securities LLC||Sioux Falls, SD||Jun 2021 - Current||1|
|Jp Morgan Chase Bank, N.a.||Sioux Falls, SD||Jun 2021 - Current||1|
|Wells Fargo Clearing Services, LLC||Brandon, SD||Oct 2018 - Jun 2021||2|
|Wells Fargo Bank, Na||Brandon, SD||Dec 2013 - Jun 2021||7|
|Martin And Mason Hotel||Deadwood, SD||May 2013 - Dec 2013||< 1|
|Presentation College||Aberdeen, SD||Aug 2009 - Aug 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
|S63||Uniform Securities State Law Examination||May 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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, 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
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.