linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Roland Russo

Rubinbrown Advisors 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 Roland Russo

John Roland Russo is an investment advisor representative at Rubinbrown Advisors LLC. John is a Chartered Financial Analyst and has been in the industry since 2001. John has experience in providing investment advice to individuals, businesses, and charitable organizations. John has been registered with the Securities and Exchange Commission (SEC) since 2005 and is currently registered in Illinois and Missouri. John holds the Series 7, Series 63, and Series 66 licenses.

Firm Information

John Russo is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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

percentage of assets

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

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 Russo’s Registration & Firm History

MO

06/06/2018 - Present

Rubinbrown Advisors LLC (ST. LOUIS MO)

IL

08/20/2015 - 05/22/2018

PURSHE KAPLAN STERLING INVESTMENTS (SWANSEA IL)

IL

03/28/2013 - 06/17/2013

PURSHE KAPLAN STERLING INVESTMENTS (SWANSEA IL)

IL

02/23/2005 - 04/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)

MO

05/01/2001 - 08/23/2002

EDWARD JONES (ST. LOUIS MO)

Not sure if John Roland Russo is right for you?

Licenses & Designations

BOTH

Issued 03/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Roland Russo.
Not sure if John Roland Russo is right for you?