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Jared Russell

Tradeway

San Antonio, TX

CRD 6649849

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Employer firm

Tradeway CRD 281879

$89.2M regulatory AUM 23,000 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Tradeway

Mexia, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-07-26
  • TX RA
    APPROVED
    Since 2017-07-26

Branch Locations

San Antonio, 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
Other Businesses

Owner/Operator -- Christmas Light Installation Contractor -- Retail Fireworks Store

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-26
  • S65 Uniform Investment Adviser Law Examination
    2017-07-26

View on SEC IAPD

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