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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Gordon Jones is a financial advisor at Osaic Wealth, Inc. Based in Denver, Colorado, Russell has been in the financial services industry since 1980. Russell has a wide range of experience and qualifications, having held registrations with various firms over the years, and obtained licenses in multiple states, including Colorado, California, Florida, Louisiana, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Utah, Connecticut, and Delaware. Russell has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
01/24/2025 - Present
Osaic Wealth, Inc. (DENVER CO)
IN
03/24/2000 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
04/30/1980 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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