Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Doutre Jones is an investment professional with over 25 years of experience in the financial services industry. Marshall has been registered with Russell Investments Implementation Services, LLC since June 2016. Prior to joining Russell Investments Implementation Services, LLC, Marshall was employed by RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS, MMC SECURITIES CORP., MFS FUND DISTRIBUTORS, INC., and PAINEWEBBER INCORPORATED. Marshall holds FINRA Series 7, 26, and 63 licenses, and has passed the Securities Industry Essentials Exam. Marshall is a licensed securities professional in the state of Washington. Marshall specializes in providing portfolio management for pooled investment vehicles and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
06/03/2010 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
CA
03/03/2008 - 06/17/2010
MMC SECURITIES CORP. (NEWPORT BEACH CA)
CA
11/07/1995 - 12/20/2007
MFS FUND DISTRIBUTORS, INC. (COTO DE CAZA CA)
NJ
09/08/1994 - 10/19/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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