Jonathan Russell
Jonathan Russell is a registered investment advisor at Calton & Associates, INC., based in Bartlesville, OK, with 4 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
310 South Osage, Bartlesville, OK, 74003
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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 ActivitiesSells Insurance
Jonathan is appointed to sell annuities with multiple carriers since March 2024. He dedicates minimal time to this activity, assisting clients with applications, updating portfolio software, monitoring crediting rates, and helping with distributions/exchanges.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Archambo Financial Advisors, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
State Registrations2 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.
Exams
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