Russell Todd Jones

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

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

• 08/2015 → 06/2021
  Edward Jones
  St Louis, MO
• 06/2021 → Present
  Cary Street Partners Llc
  Wytheville, VA

Previous Registrations

• 2015-12-11 → 2021-06-15
  Edward Jones
  Wytheville, VA
  Wytheville, VA
  St Louis, MO

Other Businesses

1. Creekside Meadows, LLC Name: Creekside Meadows, LLC Investment-related: No Address: 1040 Reed Creek Mill Road Wytheville, VA 24382 Nature of business: Farming/Real Estate Position & Title: Managing Member Start date: 1/30/2006 Hours per week: 10 Hours during trading: 0 Description: Overseeing, managing & working on farm & land holdings. We run stocker cattle from April to November 2. Millwald Theatre, Inc. Name: Millwald Theatre, Inc. Investment-related: No Address: 180 West Main Street, Suite 4, Wytheville, VA 24382 Nature: Non-profit Position & Title: Vice-Chairman Start date: 11/13/2017 Hours per week: 0 Hours during trading: 0 Description: New 501c3 to purchase, rehabilitate & oversee operations of historic theatre in downtown Wytheville. 3. Wythe County Public Schools Foundation for Excellence Investment-related: No Address: 1570 West Reservoir St., PO Box 815, Wytheville, VA 24382 Nature: Non-profit Position & title: Board Member Start Date: 11/13/2017 Hours per week: 0 Hours during trading hours: 0 Description: 501c3 which provides enhancements for the Wythe County Public Schools System.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-17

Other Names

• Rusty Jones
• Russell Todd Jones