Jeremy S Russell

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 12/2023 → 10/2024
  Self- Employed
  Bellevue, WA
• 03/2024 → 08/2024
  Capo Fc
  San Juan Capistrano, CA
• 07/2023 → 02/2024
  Seattle Celtic Fc
  Seattle, WA
• 04/2023 → 07/2023
  Unemployed
  Bellevue, WA
• 09/2021 → 07/2022
  Jimmy Johns
  Clemson, SC
• 09/2022 → 03/2023
  Jimmy Johns
  Bellevue, WA
• 08/2022 → 11/2022
  Nordstrom
  Bellevue, WA
• 10/2021 → 07/2022
  Aesthetics Inc.
  Seneca, SC
• 05/2019 → 06/2019
  Pro Golf Discount
  Bellevue, WA
• 08/2018 → 05/2022
  Clemson University
  Clemson, SC
• 09/2017 → 06/2018
  University Of Washington
  Seattle, WA
• 11/2014 → 06/2017
  Interlake High School
  Bellevue, WA
• 11/2024 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*4852290, Entity Type: Entity Charitable, Name of OBA: Charlotte Soccer Academy, Address: Pineville, North Carolina, 28134, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 08/03/2026, No Hours: 12 Weekly, No Hours during Trading: 0 Weekly, Duties: To coach 2 youth soccer teams of various ages, To coach and provide soccer teams at various levels

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17

Other Names

• Stirling Russell
• Jeremy S Russell