Rod Joseph Russell

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2015 → 01/2019
  J.P. Morgan
  Chicago, IL
• 01/2019 → 11/2019
  J.P. Morgan
  Chicago, IL
• 11/2019 → 05/2023
  Bny Mellon
  Chicago, IL
• 05/2023 → Present
  Farther Finance Advisors
  Crystal Lake, IL

Other Businesses

Coordinate the development of the property at Lake Roots Holdings, LLC, located working for 5-10 hours per month since June 2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-30
• S63 Uniform Securities Agent State Law Examination
  2010-09-24

Other Names

• Rod Russell