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Glover Alcorn Russell

Russell Wealth Management, LLC

Jackson, MS

CRD 5735300

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Employer firm

Russell Wealth Management, LLC CRD 168987

$2.40M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Russell Wealth Management, Llc

120 North Congress Street Suite 620, Jackson, MS 39201 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-09-23
  • MS RA
    APPROVED
    Since 2025-09-23

Branch Locations

120 North Congress Street Suite 620, Jackson, MS 39201 • 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
Employment History
OrganizationCityStateFromTo
Russell Wealth Management, Llc Jackson MS 09/2013 Present
Previous Registrations
Other Businesses

Glover Russell, P.A. Not investment related 120 North Congress Street, Suite 600 Jackson, MS 39201 Law Firm Attorney Associate May 2018 100 hours 0 Estate Planning and Probate and Trust Litigation

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-01
S65 Uniform Investment Adviser Law Examination 2009-06-26
  • S63 Uniform Securities Agent State Law Examination
    2009-09-01
  • S65 Uniform Investment Adviser Law Examination
    2009-06-26

View on SEC IAPD

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