Jeremy Kyle Russell
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Seattle S&c LLCJul 2024 to now
- JPMorgan Chase Bank NAAug 2021 to Dec 2025
- JPMorgan Securities LLCAug 2021 to Dec 2025
- Ameriprise Financial Services, LLCMay 2020 to Jul 2021
- Heritage Wealth - Scannell LLCMay 2020 to Jul 2021
- Bank of America NAOct 2018 to May 2020
- Merril Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to May 2020
- Monster EnergySep 2016 to Dec 2020
- University of WashingtonSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7020929
- Firm CRD
- 19616