Travis Jacob Russell
Investment adviser representative at Glassman Wealth Services, LLC
15 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets
Are you Travis Jacob Russell? Claim your profile
Contact this firm
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
15 years in the industry.
- Glassman Wealth Services, LLCAug 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 5 states (DC, MD, TX, VA, VT).
Glassman Wealth Services, LLC
$2.6BAssets managed
399Clients
14Advisers
17 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
- 5110417
- Firm CRD
- 151478