Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Johnson is an investment advisor representative with Edward Jones, a firm that manages over $824 billion in assets. Russell has been in the financial services industry since 2005 and is a Registered Representative. He is also a Registered Investment Advisor and holds licenses in several states, including Florida, Arizona, Colorado, Arkansas, Massachusetts, North Carolina and Utah. Prior to joining Edward Jones, Russell worked at various financial institutions, including Morgan Stanley, International Assets Advisory, LLC and Charles Schwab & Co., INC. Russell offers a range of financial services to individuals and businesses, including portfolio management, financial planning and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
FL
02/24/2023 - Present
Edward Jones (Oviedo FL)
FL
07/22/2021 - 02/17/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/20/2018 - 06/08/2021
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
01/04/2017 - 08/06/2018
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
UT
08/13/2013 - 09/19/2016
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/03/2011 - 07/15/2013
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
03/16/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
07/07/2005 - 03/06/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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