Russell Jones

Current Employers

Employment History

• 08/2019 → 12/2021
  Student
  Fairfax, VA
• 08/2017 → 07/2019
  Student
  Manassas, VA
• 08/2013 → 01/2017
  Student
  Nokesville, VA
• 01/2017 → 12/2018
  The Whole Ox
  Marshall, VA
• 02/2021 → 05/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2021 → 05/2022
  Northwestern Mutual Investment Services Llc
  Reston, VA
• 05/2022 → Present
  Kcbp, Llc
  Mclean, VA
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: KCBP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: I ASSIST FINANCIAL ADVISORS WITH ACTIVITIES SUCH AS CLIENT SERVICING, PREPARING AND OPENING NEW ACCOUNTS, AND APPOINTMENT SCHEDULING; 2. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 2/2021; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-03
• S63 Uniform Securities Agent State Law Examination
  2022-04-04

Designations

Other Names

• Russell Lawrence Jones