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Charles Gabriel Russell

J.P. Morgan Securities LLC

San Francisco, CA

CRD 7599222

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-12
TX RA APPROVED 2022-09-12
  • CA RA
    APPROVED
    Since 2022-09-12
  • TX RA
    APPROVED
    Since 2022-09-12

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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
Jpmorgan Chase Bank, Na San Francisco CA 07/2022 Present
Jpmorgan Securities Llc San Francisco CA 07/2022 Present
The Bear Trap Tuscaloosa AL 04/2022 07/2022
Jpmorgan Chase Bank, Na San Francisco CA 06/2021 08/2021
Mercedes Benz U.s. International Vance AL 08/2020 12/2020
Lowes Northport AL 06/2020 08/2020
Jc Penney Birmingham AL 05/2019 09/2019
Unemployed Birmingham AL 07/2012 04/2019
Unemployed Birmingham AL 10/2019 10/2019
Unemployed Birmingham AL 01/2021 05/2021
Unemployed Birmingham AL 09/2021 03/2022
Doordash Tuscaloosa AL 11/2019 07/2020
  • 07/2022 → Present
    Jpmorgan Chase Bank, Na
    San Francisco, CA
  • 07/2022 → Present
    Jpmorgan Securities Llc
    San Francisco, CA
  • 04/2022 → 07/2022
    The Bear Trap
    Tuscaloosa, AL
  • 06/2021 → 08/2021
    Jpmorgan Chase Bank, Na
    San Francisco, CA
  • 08/2020 → 12/2020
    Mercedes Benz U.s. International
    Vance, AL
  • 06/2020 → 08/2020
    Lowes
    Northport, AL
  • 05/2019 → 09/2019
    Jc Penney
    Birmingham, AL
  • 07/2012 → 04/2019
    Unemployed
    Birmingham, AL
  • 10/2019 → 10/2019
    Unemployed
    Birmingham, AL
  • 01/2021 → 05/2021
    Unemployed
    Birmingham, AL
  • 09/2021 → 03/2022
    Unemployed
    Birmingham, AL
  • 11/2019 → 07/2020
    Doordash
    Tuscaloosa, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12

View on SEC IAPD

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