Joena Russell

Current Employers

Employment History

• 06/2010 → 01/2019
  Jefferson National Securities Corp
  Louisville, KY
• 06/2010 → 01/2019
  Jefferson National Financial Corp.
  Louisville, KY
• 01/2019 → 11/2022
  Nationwide Investment Services Corporation
  Louisville, KY
• 12/2022 → 07/2023
  Lpl Financial Llc
  Scottsdale, AZ
• 07/2024 → 01/2025
  Twin Peaks Wealth Advisors
  San Francisco, CA
• 08/2023 → 06/2024
  N/A
  Scottsdale, AZ
• 03/2025 → Present
  Nations Financial Group
  Scottsdale, AZ

Previous Registrations

• 2024-08-12 → 2025-02-03
  Twin Peaks Wealth Advisors
  San Francisco, CA
  Scottsdale, AZ
• 2006-06-26 → 2009-06-01
  Banc Of America Investment Services, Inc.
  New Fairfield, CT
  Waterbury, CT
  Wallingford, CT
• 2005-08-16 → 2006-05-11
  People'S Securities, Inc.
  Bridgeport, CT

Other Businesses

1. Rental Property Ownership; is not investment-related; 10830 N 106th Pl Scottsdale, AZ 85259; Nature of business is Rental Property; Position and Title is Owner; Start date is 08/2022; Approx. 2 hours per month devoted to business; Approx. 0 hours per month devoted to business during securities trading hours; Duties related to other business include select and manage relationship with property manager. 2. Generations Wealth Management; 6991 E Camelback Rd Ste C-152 Scottsdale, AZ 85251; Is Investment Related; Nature of business is Financial Planning, Investment and Advisory services; Position is Private Wealth Advisor; Start date is 4/22/2025; Approx 160 hours per month devoted to business 160 hours per month devoted to business during securities trading hours; Duties related to other business include financial planning, investment and advisory services. ///

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-06
• S63 Uniform Securities Agent State Law Examination
  2001-04-04

Designations

Other Names

• Joena Russell
• Joena Caro