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Jacob Clark Kelderman

Russell Investments

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About Jacob Clark Kelderman

Jacob Kelderman is an Investment Advisor Representative with Russell Investments. Jacob has been a registered representative for over a year and has a Series 66, Series 7TO, and SIE licenses. Jacob is registered to provide investment advice in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jacob specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Jacob has experience working with clients on a variety of financial planning needs.

Firm Information

Jacob Kelderman is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.
Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of revenue/intracompany agrmts and % of assets/advsmt

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Jacob Kelderman’s Registration & Firm History

WA

03/22/2023 - Present

Russell Investments (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 03/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Clark Kelderman.
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