Jarred Taylor Schmitz
Investment adviser representative at Russell Investments
10 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
10 years in the industry.
- Russell InvestmentsJun 2024 to now
- Robert W. BairdDec 2022 to now
- Allianz Life Financial Services, LLCApr 2022 to Nov 2022
- Allianz Life Insurance Company of North AmericaApr 2022 to Nov 2022
- Securian FinancialAug 2021 to Apr 2022
- Winona State UniversityAug 2018 to Aug 2022
- Sargent Peppers Bar & GrillMay 2018 to Jul 2019
- Hagbergs County MarketOct 2017 to Apr 2018
- WalmartJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (OK, TX, 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
- 7542446
- Firm CRD
- 105734