JR
Joseph J. Russo
RMR WEALTH BUILDERS
Montclair, NJ 07042
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CRD#: 3063691
JR
Professional summary
Joseph James Russo JR is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Joseph has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 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) Name of Business: HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd., #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Assist companies in navigating employee benefit administrative decision making. I will be a member and assisting in decision making and furthering development of the company. 2) Name of Business: From Tessa with Love Foundation, Inc. Non-Investment related. Address: 10 Main Street, Suite #322, Woodbridge, NJ 07095. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Director. Hours per month: 5-10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: President/Director to provide leadership, direction, and guidance respective to the mission and vision of the company with the administration of its policies procedures. 3) Name of Business: Wealth Builders Ventures OC, LLC. Not Investment Related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington DE, 19808. Nature of Business: LLC formed for investment in Orange Comet. Position: Member. Start Date 04/23/2022. Hours per month: less than 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph James Russo JR's 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®
NoneExperience
Current
November 25, 2014 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042RIA
CRD#: 169005
Montclair, NJ
Past
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Montclair, NJ
Past
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Montclair, NJ
Past
March 26, 2004 - September 4, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
TEANECK, NJ
Past
February 10, 2004 - September 4, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
TEANECK, NJ
Past
July 22, 2002 - November 5, 2002
MURIEL SIEBERT & CO., LLC
BD
CRD#: 5376
NEW YORK, NY
Past
January 28, 1999 - May 9, 2001
ICAPITAL MARKETS LLC
BD
CRD#: 5209
OMAHA, NE
Past
September 23, 1998 - October 28, 1998
ROSS SECURITIES CORP.
BD
CRD#: 30263
BOCA RATON, FL
Past
June 5, 1998 - August 31, 1998
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)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
New Jersey(1/8/2015)
IAR
Texas(11/25/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 Grove Street Suite 203, Montclair, NJ 07042
Mailing Address
Phone number
(201) 836-2460
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
