John
Roche
Russell Investments
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About this Advisor
John Roche is a financial advisor based in Plantation, Florida, working with Russell Investments. John has previously held positions at G.Distributors, Quasar Distributors, LLC, Poplar Forest, LLC, Anchor Capital Advisors, LLC, Russell Investments, and R Cubed Global Capital Inc. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Currently, John is part of Russell Investments, which operates out of Plantation, Florida. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Russell Investments Brokerage Details
$52,480,583,056
653
70,944
$739,747
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Roche Work History
Russell Investments
R Cubed Global Capital Inc
Anchor Capital Advisors, LLC
Quasar Distributors, LLC
Poplar Forest, LLC
G.Distributors
Disclosures
Please visit the SEC profile of John Roche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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