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Steven Parker Russell

Edward Jones

Crofton, MD

CRD 3182206

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-23
MD RA APPROVED 2007-03-08
  • TX RA
    APPROVED_RES
    Since 2024-08-23
  • MD RA
    APPROVED
    Since 2007-03-08

Branch Locations

2127 Espey Court Suite 108, Crofton, MD 21114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2003 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-23
S65 Uniform Investment Adviser Law Examination 2001-03-08
  • S63 Uniform Securities Agent State Law Examination
    2003-07-23
  • S65 Uniform Investment Adviser Law Examination
    2001-03-08
Designations
  • Certified Financial Planner
Other Names
  • Steve P Russell

View on SEC IAPD

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