Russell Jones is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13750 San Pedro Ave, Ste 110, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell operates under the DBA Pontem Financial for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Victory Capital Management INC.
Victory Capital Services, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
American Funds Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.