Jonathan
Russell
Archambo Financial Advisors, Inc
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About this Advisor
Jonathan Russell is a financial advisor based out of Bartlesville, Oklahoma who has 1 year of relevant experience. Russell is an advisor for Archambo Financial Advisors, Inc. Throughout their career, Russell has worked at Archambo Financial Advisors, Inc, Ops Sales Company, Northeastern Oklahoma A&M, University Of Oklahoma, Frasier Homes, Conoco Phillips, Bartlesville Public Schools and Dominion Investor Services, Inc. Russell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oklahoma and Texas. Archambo Financial Advisors, Inc is a financial advisory business headquartered in Bartlesville, OK. It oversees $142 million in total assets across its 242 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 242 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Archambo Financial Advisors, Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Archambo Financial Advisors, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archambo Financial Advisors, Inc Brokerage Details
$141,673,319
5
242
$585,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Russell Work History
Jonathan has been registered as a financial advisor for 1 years.*
Archambo Financial Advisors, Inc
Dominion Investor Services, Inc
Ops Sales Company
Northeastern Oklahoma A&M
Ops Sales Company
University Of Oklahoma
Frasier Homes
Conoco Phillips
University Of Oklahoma
University Of Oklahoma
Bartlesville Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archambo Financial Advisors, Inc
Bartlesville, OK
Bartlesville, OK
Bartlesville, OK
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