John Hotchkiss Russell
Investment adviser representative at Peak Asset Management, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$1BFirm 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
13 years in the industry.
- Peak Asset Management, LLCJun 2020 to now
- Peak Asset Management, LLCJan 2020 to May 2020
- Health Warrior, Inc.Jan 2019 to Dec 2019
- University of DenverJan 2019 to Dec 2019
- Health Warrior, Inc.Dec 2013 to Dec 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Peak Asset Management, LLC
$1BAssets managed
342Clients
13Advisers
30 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
- 7289033
- Firm CRD
- 106944