Russell Jones is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mclean, VA, with 4 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
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Assets Under Management
Location
8200 Greensboro Drive, Suite 625, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell is an investment assistant at KCBP, LLC, a financial services firm, dedicating nearly full-time hours to client servicing, account preparation, and appointment scheduling since May 2022. Russell also works as a notary public, providing notary services for minimal time since November 2022.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 states
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