Russell Norman Bacon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

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

• 02/2013 → 04/2022
  Morgan Stanley
  Menlo Park, CA
• 01/2015 → 04/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2022 → 06/2024
  Crux Wealth Advisors
  Austin, TX
• 04/2022 → Present
  Raymond James Financial Services, Inc.
  Austin, TX
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Austin, TX
• 05/2022 → 01/2024
  Whitfield Bacon Wealth Partners
  Austin, TX

Previous Registrations

• 2013-02-22 → 2022-05-05
  Morgan Stanley
  Menlo Park, CA
  Menlo Park, CA
  San Francisco, CA
  Austin, TX

Other Businesses

(1) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 901 S Mopac Expy Bldg 5, Austin, TX, 78746-5776, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Shareholder in LLC; financial advisor affiliated with OSJ (2) Name of Business: Paraclete Strategic Consulting Services LLC Address: 901 S Mopac Expy Bldg 5 Ste 260, Austin, TX, 78746-5776, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 06/29/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Strategic planning in the areas of Equity Based Compensation: Tax optimization of QSBS, Stock Options, and RSUs including special tax elections, Pre-Post Exit /Transaction planning for businesses and shareholders and Estate planning (3) Name of Business: Paraclete Wealth Partners Address: 901 S Mopac Expy Bldg 5 Ste 260, Austin, TX, 78746-5776, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/15/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisory (4) Name of Business: TCS Insurance Address: 901 S Mopac Expy Bldg 5, Austin, TX, 78746-5776, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 04/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is an insurance broker we use for complex policies for our clients (5) Name of Business: The Cornerstone Group of Texas, LLC Address: 901 S Mopac Expy, Austin, TX, 78746-5776, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisory

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-21
• S63 Uniform Securities Agent State Law Examination
  2010-12-27

Other Names

• Rusty Bacon