Catherine M Russell

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

• 05/2026 → Present
  Edward Jones
  St Louis, MO
• 08/2024 → 05/2026
  Edward Jones
  Annapolis, MD
• 08/2006 → 05/2022
  Student
  Severna Park/Baltimore, MD
• 01/2022 → 03/2023
  Rbc
  Annapolis, MD
• 04/2023 → 01/2024
  Scarborough Capital
  Annapolis, MD
• 03/2024 → 05/2024
  Interior Concepts Inc
  Annapolis, MD
• 03/2021 → 09/2025
  Davis Pub
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2026-06-25

Other Names

• Katie Russell
• Catherine M Russell
• Catherine Russell