Jeffrey Russell
Jeffrey Russell is a registered investment advisor at Kovack Advisors, INC., based in Franklin, TN, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
Franklin, TN
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2024Regulatory
November 2023Customer Dispute
January 2023Employment Separation After Allegations
May 2021Financial
November 2016Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Jeffrey owns Russell Wealth Management, where he spends nearly all of his time on financial planning and portfolio management. He also works as an insurance producer, dedicating minimal time to selling insurance.
Employment History
Current Registrations
Kovack Advisors, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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.