Russell Jeanis, financial advisor The Woodlands TX
73 score

Russell Jeanis

CRD Number: 5399568
Current Firm: Strategic Advisers, Inc.

Russell Jeanis (CRD# 5399568) is an Investment Advisor Representative working at Strategic Advisers, Inc. in The Woodlands, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Sep 2011 - Current 5
Puritan Brokerage Services, Inc. Addison, TX Jan 2010 - Sep 2011 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2008 - Dec 2009 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2008 - Dec 2009 1
Ing Financial Partners, Inc. Des Moines, IA Aug 2007 - Sep 2008 1
Greenelade & Comp Fort Worth, TX Sep 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Russell L. Jeanis
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
73

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