Robert Russell, financial advisor Sioux Falls SD

Robert Russell

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert E. Russell
Phone Number: 800-999-2000
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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