Unclaimed
Russell Jones is an investment advisor representative at Cary Street Partners. Russell has been in the securities industry for 9 years. Russell is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of Virginia. Russell's professional experience includes working at Edward Jones and Jones, Adams & Delp, P.C. Russell is a graduate of Emory & Henry College. Russell is a member of the Wytheville Chamber of Commerce and the Wytheville Rotary Club. Russell is also a volunteer with the Wythe County Public Schools Foundation for Excellence.
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.
Revenue sharing with certain third parties
1
2
VA
06/12/2021 - Present
Cary Street Partners (Wytheville VA)
VA
09/28/2015 - 06/15/2021
EDWARD JONES (WYTHEVILLE VA)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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