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Rod Joseph Russell

Investment adviser representative at Farther
11 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed 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

11 years in the industry.

  1. FartherAug 2023 to now
  2. Farther Finance AdvisorsMay 2023 to now
  3. BNY MellonNov 2019 to May 2023
  4. J.P. MorganJan 2015 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (IL).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 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
5825151
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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