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RJ

Russell Milo Jones

CRD# 4644820·Registered 2003 - 2016
Previously Registered: Being a previously registered professional could mean that Russell is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Russell Milo Jones, who also goes by Russ Jones, Russell M. Jones, was a registered financial advisor. Russell was a previously registered financial professional and started their career in finance 2003 - 2016. Russell had worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Russ Jones, Russell M. Jones

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

RMJ FINANCIAL·CRD# 172371
RIA
Canton, MI
September 23, 2014 - December 31, 2016
AMDG FINANCIAL·CRD# 119569
RIA
Plymouth, MI
October 24, 2012 - July 28, 2014
NEW ENGLAND SECURITIES·CRD# 615
RIA
Southfield, MI
June 4, 2010 - September 7, 2012
NEW ENGLAND SECURITIES·CRD# 615
BD
Southfield, MI
February 1, 2007 - September 7, 2012
SIGMA FINANCIAL CORPORATION·CRD# 14303
BD
Canton, MI
December 1, 2005 - December 1, 2006
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
April 29, 2003 - October 3, 2005

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Current Firm

RF
RMJ FINANCIAL

RMJ FINANCIAL | RMJ FINANCIAL PLANNING PARTNERS, LLC

CRD#: 172371

Contact Information

Main Address

Canton, MI

Documents

Latest Form ADV

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2009About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Apr 2003About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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RJ
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