Jason Russell is a registered investment advisor, based in El Cerrito, CA, with 6 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
El Cerrito, CA
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Regulatory History (1)
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Financial
April 2021Final
Other Business Activities
Jason has outside W-2 employment with Real Time Cloud Solutions and AceFone, dedicating minimal time. He is also a borrower of a loan from family members and operates under the DBA FB Investment Services for his LPL business, dedicating significantly more than full-time hours to this.
Employment History
Current Registrations
Kingswood Capital Partners, LLC
September 2025 - Present · 1 yr 1 mo
Kingswood Capital Partners, LLCBroker
September 2025 - Present · 1 yr 1 mo
Kingswood Wealth Advisors, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
LPL Financial LLCBroker
November 2023 - August 2025 · 1 yr 9 mos
LPL Financial LLC
November 2023 - August 2025 · 1 yr 9 mos
Edward Jones
November 2019 - December 2023 · 4 yrs 1 mo
Edward JonesBroker
September 2019 - December 2023 · 4 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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