Jon Russell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2009 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Novi, MI
• 12/2009 → 09/2019
  Bank Of America, N.A.
  Novi, MI
• 09/2019 → Present
  Raymond James & Associates
  Farmington Hills, MI

Previous Registrations

• 2009-07-28 → 2019-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Farmington Hills, MI
  Farmington Hills, MI
• 2006-02-03 → 2007-12-31
  Ubs Financial Services Inc.
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

(1)Name of Business: South Lyon Travel Basketball Address: 26601 Daria Circle E, South Lyon, MI, 48178, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To make non-financial decisions related to the youth basketball program.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-08

Other Names

• Jon Russell
• Jon Gregory Russell