John Russell
John Russell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Clayton, MO, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
7733 Forsyth Blvd., Suite 1000, Clayton, MO, 63105
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
August 2007Other Business Activities
John is involved with several arts and healthcare organizations, including serving on the boards of the Shakespeare Festival, Opera Theatre St Louis, Tennessee Williams Festival, Sun River Healthcare, and the Regional Arts Commission. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
The Leaders Group, INC.Broker
Rowland, Simon & CO.Broker
I.M. Simon & CO., INC.Broker
Thomson Mckinnon Securities INC.Broker
Wzw Financial Services, INC.Broker
State Registrations41 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.