Joena Russell
Investment adviser representative at Nations Financial Group, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Nations Financial Group, Inc.Mar 2025 to now
- Twin Peaks Wealth AdvisorsJul 2024 to Jan 2025
- N/aAug 2023 to Jun 2024
- LPL Financial LLCDec 2022 to Jul 2023
- Nationwide Investment Services CorporationJan 2019 to Nov 2022
- Jefferson National Financial Corp.Jun 2010 to Jan 2019
- Jefferson National Securities CorpJun 2010 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Nations Financial Group, Inc.
$4.8BAssets managed
5,569Clients
90Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4354192
- Firm CRD
- 44181