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Current Employers
Carter Advisory Services, Inc

12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-04-08
  • TX RA
    APPROVED
    Since 2011-04-08

Branch Locations

12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-01-04
  • TX RA
    APPROVED
    Since 2011-01-04

Branch Locations

12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States

Richardson, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Dallas TX 10/2008 Present
Raymond James Financial Services Advisors, Inc Dallas TX 01/2011 Present
Other Businesses

(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company/DBA - Owner Position/Title: :J. Tyler Russell Wealth Management LLC is one third owner of Carter Financial Management Investment. Chief Executive Officer Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a support company and how we do business as in relation to our letterhead, stationery, website and this is how I do business in my role as a registered representative of Raymond James Financial Services. I have leadership and management responsibilities associated with this role. (2) Name of Business: J Tyler Russell Wealth Management LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: Owner/Shareholder. Investment Related: No Start Date: 03/31/2026. Hours per month devoted to this business: 10-20 Hours per month devoted to this business during trading hours: 5-10 Description of duties: This is a S Corporation entity and limits my liability. Sole Owner of this LLC. This LLC is a one third owner of Carter Advisory Services, effective 03/31/2026. (3) Name of Business: BCFM Services, LP Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company Position/Title: J Tyler Russell Wealth Management LLC is a one third owner and limited partner of BCFM Services L.P. Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Partner, management of business finances. (4) Name of Business: Carter Wealth Enterprises LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Owner Position: J Tyler Russell Wealth Management LLC has a one third ownership of Carter Wealth Enterprises (the general partner of BCFM Services L.P.). Investment Related: No. Start Date: 03/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: limits liability. (5) Cub Scout Pack 751 Richardson, TX United States Activity Type: Non-Profit Position/Title: Committee Chairman Investment Related: No. Start Date: 08/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the other volunteers that plan pack activities, camp outs, pinewood derby races, etc. Organize and hold the other volunteers accountable to their positions.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-06-10
  • S63 Uniform Securities Agent State Law Examination
    2008-06-10
Designations
Other Names
  • Tyler Russell

View on SEC IAPD

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