Russell Jones is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mclean, VA, with 3 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8200 Greensboro Drive, Suite 625, Mclean, VA, 22102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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 Registrations14 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.