John R. Russell

VERSATILE CAPITAL MANAGEMENT L.L.C.

Chicago, IL 60603

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CRD#: 1300091

Professional summary

John Robert Russell is a registered financial advisor currently at VERSATILE CAPITAL MANAGEMENT L.L.C. located in Chicago, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. REGISTERED INVESTMENT ADVISER REPRESENTATIVES OF RELATIVE VALUE PARTNERS, LLC. THIS ACCOUNTS FOR HOURS PER MONTH. 2. JOHN RUSSELL IS A MANAGING DIRECTOR AND ADVISOR FOR SELECT INNOVATION INVESTMENTS, LLC. IN THIS POSITION, HE WILL BE RESPONSIBLE FOR GETTING STRATEGY AND/OR CONCEPT INVESTMENT READY, RAISING INVESTMENT CAPITAL, AND REESTABLISHING RELATIONSHIPS WITH THE HEDGE FUND PLATFORMS IN ORDER TO MAKE THE FOCUSED ALPHA FUND INVESTMENT READY. THIS ACTIVITY ACCOUNTS FOR HOURS PER MONTH. 3. JOHN RUSSELL IS THE CHAIRMAN OF THE BOARD FOR EDUCATIONAL CHOICE ILLINOIS AND A BOARD MEMBER WITH CHILDREN OUTREACH AND COMMUNITY EMPOWERMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Russell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2015 - Present

VERSATILE CAPITAL MANAGEMENT L.L.C.

Office #1: 140 South Dearborn Suite 1000, Chicago, IL 60603

RIA

CRD#: 173611

Chicago, IL

Past

January 2, 2015 - December 31, 2015

VERSATILE CAPITAL MANAGEMENT L.L.C.

RIA

CRD#: 173611

CHICAGO, IL

Past

January 1, 2008 - February 4, 2015

RELATIVE VALUE PARTNERS, LLC

RIA

CRD#: 131636

NORTHBROOK, IL

Past

December 5, 1997 - July 18, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CHICAGO, IL

Past

September 24, 1984 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/2/2015)

IAR

New Jersey
(4/19/2018)

IAR

Texas
(7/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/7/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/16/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1996

General Securities Principal Examination

Current Firm

VERSATILE CAPITAL MANAGEMENT L.L.C.

VERSATILE CAPITAL MANAGEMENT L.L.C. | VERSATILE CAPITAL MANAGEMENT, LLC | VERSATILE CAPITAL MANAGEMENT, L.L.C.

CRD#: 173611 / SEC#: 801-134663

Illinois

Registered Investment Advisory firm - (1/2/2015 Approved)

New Jersey

Registered Investment Advisory firm - (4/19/2018 Approved)

New York

Registered Investment Advisory firm - (10/3/2016 Approved)

Texas

Registered Investment Advisory firm - (7/25/2019 Conditional Restricted)

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Contact information

Main Address

140 South Dearborn Suite 1000, Chicago, IL 60603

Mailing Address

Phone number

(312) 981-9848

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERSATILE CAPITAL MANAGEMENT ADV PART 2 (9/30/2025)

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 114,162,745

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John R. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERSATILE CAPITAL MANAGEMENT L.L.C.

RELATIVE VALUE PARTNERS, LLC

CITIGROUP GLOBAL MARKETS INC.

SALOMON BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2007

Series 63

Date: 12/3/1984

Series 7

Date: 9/15/1984

Series 10

Date: 1/7/2004

Series 9

Date: 12/16/2003

Series 24

Date: 7/9/1996

Current Firm

VERSATILE CAPITAL MANAGEMENT L.L.C.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERSATILE CAPITAL MANAGEMENT L.L.C.

TRUST BUT VERIFY

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