Russell M Johnson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2013 → 09/2016
  Morgan Stanley
  South Jordan, UT
• 10/2016 → 11/2016
  Unemployed
  Stansbury Park, UT
• 12/2016 → 07/2018
  International Assets Advisory, Llc
  Orlando, FL
• 07/2018 → 05/2021
  Charles Schwab & Co., Inc.
  Orlando, FL
• 07/2018 → 05/2021
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Oviedo, FL
• 07/2021 → Present
  Raymond James Financial Services Advisors
  Oviedo, FL
• 02/2023 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-08-04 → 2023-02-17
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Oviedo, FL
• 2019-06-11 → 2021-06-08
  Schwab Wealth Advisory, Inc.
  Orlando, FL
  Orlando, FL
• 2018-08-21 → 2019-06-12
  Charles Schwab & Co., Inc.
  Orlando, FL
  Phoenix, AZ
  Orlando, FL
• 2017-01-19 → 2018-08-06
  International Assets Investment Management, Llc
  Orlando, FL
• 2013-09-05 → 2016-09-19
  Morgan Stanley
  South Jordan, UT
  Jersey City, NJ
  South Jordan, UT
  South Jordan, UT

Exams

• S66 Uniform Combined State Law Examination
  2013-09-04
• S63 Uniform Securities Agent State Law Examination
  2005-07-13

Other Names

• Russell M Johnson
• Russell Johnson
• Russell Meredith Johnson