AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GR

Glover A. Russell

RUSSELL WEALTH MANAGEMENT
Jackson, MS 39201
Some features on this profile are disabled
CRD#: 5735300
GR

Professional summary

Glover Alcorn Russell III is a registered financial advisor currently at RUSSELL WEALTH MANAGEMENT, LLC located in Jackson, Mississippi.

Glover is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Glover has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

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.
Glover Russell, P.A. Not investment related 120 North Congress Street, Suite 600 Jackson, MS 39201 Law Firm Attorney Associate May 2018 100 hours 0 Estate Planning and Probate and Trust Litigation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glover Alcorn Russell III'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®
None

Experience

Current

December 5, 2013 - Present

RUSSELL WEALTH MANAGEMENT, LLC

Office #1: 120 North Congress Street Suite 620, Jackson, MS 39201
RIA
CRD#: 168987
Jackson, MS
Past

June 23, 2010 - August 13, 2013

BLACKSUMMIT FINANCIAL GROUP, INC.

RIA
CRD#: 153886
FLOWOOD, MS
Past

January 7, 2010 - June 21, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FLOWOOD, MS
Past

December 14, 2009 - June 21, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FLOWOOD, MS

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
Mississippi
(12/5/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 9/1/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/26/2009
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2009
General Securities Representative Examination

Current Firm

RW
RUSSELL WEALTH MANAGEMENT, LLC
RUSSELL WEALTH MANAGEMENT, LLC | SURGO ASSETS MANAGEMENT, LLC | SURGO ASSET MANAGEMENT, LLC

CRD#: 168987 / SEC#:

Mississippi
Registered Investment Advisory firm - (12/4/2013 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
120 North Congress Street Suite 620, Jackson, MS 39201
Mailing Address
Phone number
(601) 953-2761
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 2,263,058

Red Flags

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.

Company Information

RUSSELL WEALTH MANAGEMENT, LLC

CRD#: 168987Jackson, MS 39201

TRUST BUT VERIFY

Monitor Glover Russell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Rebecca Lee Schneeberger
Rebecca SchneebergerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Ridgeland, MS
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.