linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Robinson Leverett

Russell Investments Implementation Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Robinson Leverett

John Leverett is a financial professional with over 20 years of experience in the financial industry. Leverett has worked for Russell Investments Implementation Services, LLC since September 2014, and previously held positions at Russell Investments Financial Services, LLC and Frank Russell Securities, Inc. Leverett is a Series 66, 7, and SIE licensed professional registered with the state of Washington. Leverett specializes in providing portfolio management services for businesses and pooled investment vehicles.

Firm Information

John Leverett is currently registered with Russell Investments Implementation Services, LLC. Russell Investments Implementation Services, LLC is a Limited Liability Company headquartered in Seattle, Washington. The firm provides portfolio management for businesses and pooled investment vehicles and offers other advisory services. Russell Investments Implementation Services, LLC has been registered with the SEC since 2016 and is currently registered with the states of Arizona, Illinois, Massachusetts, New York, Ohio, Rhode Island, Texas, Vermont, and Washington. The firm manages approximately $82.66 billion in regulatory assets under management, with the majority of its clients being pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
Russell Investments Implementation Services, LLC

1301 SECOND AVENUE

SEATTLE, WA 98101

$82.66B

Assets Under Management

52

Total Clients

57

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.

check

portfolio management for businesses

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

check

execution services

Execution services

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

check

other

% of revenue/intracompany agrmts

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Leverett’s Registration & Firm History

WA

09/17/2014 - Present

Russell Investments Implementation Services, LLC (SEATTLE WA)

WA

07/07/2004 - 04/03/2024

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

WA

05/14/2001 - 07/01/2005

FRANK RUSSELL SECURITIES, INC. (SEATTLE WA)

WA

05/14/2001 - 01/15/2004

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

Not sure if John Robinson Leverett is right for you?

Licenses & Designations

BOTH

Issued 10/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Robinson Leverett. Review regulatory record here.
Not sure if John Robinson Leverett is right for you?