Wendy Jae Russell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 01/2017
  Usaa Financial Advisors Inc
  San Antonio, TX
• 01/2017 → 11/2024
  Usaa
  San Antonio, TX
• 12/2024 → Present
  Lpl Financial Llc
  San Antonio, TX
• 03/2005 → 01/2017
  Usaa Financial Planning Services
  San Antonio, TX

Previous Registrations

• 2005-04-14 → 2017-01-27
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2003-06-23 → 2005-03-11
  Ameriprise Financial Services, Llc
  San Antonio, TX

Other Businesses

1-11/2024 / Genesis Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 11/14/2024 2- 11/2024 / Rental Property / Real Estate Rental / INVESTMENT RELATED / 0.5 HRS MNTH / START 09/01/2011

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08

Other Names

• Wendy Jae Jones
• Wendy Jae Jones