Jacob Clark Kelderman
Investment adviser representative at Russell Investments
14 yearsExperience
4 statesRegistered in
$68.6BFirm assets
44 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Russell InvestmentsJan 2023 to now
- Bavarian Soccer ClubSep 2016 to now
- US BankJun 2022 to Dec 2022
- Peggy Boris - Financial Advisor for LPL FinancialNov 2019 to Jun 2022
- Uw Milwaukee Intramurals DepartmentAug 2019 to Mar 2020
- Old NavyMay 2018 to Nov 2018
- Full Time Education At Various LevelsSep 2012 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (NC, SC, WA, WI).
Russell Investments
Legal name: Russell Investment Management, LLC
$68.6BAssets managed
72Clients
73Advisers
44 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
- 7200917
- Firm CRD
- 105734