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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Russell is a financial advisor with Raymond James & Associates, Inc. Jon has been in the financial services industry for over 20 years and holds several professional designations, including the Series 7, Series 31, and Series 66 licenses. He has experience working with a variety of clients, including individuals, families, businesses, and institutions. Jon is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Prior to joining Raymond James & Associates, Inc., Jon was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Jon currently serves as the assistant coach for the South Lyon High School Boys Basketball Team.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/11/2019 - Present
Raymond James & Associates, Inc. (NOVI MI)
MI
06/26/2009 - 09/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
11/18/2003 - 07/21/2009
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
BOTH
Issued 12/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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