RJ
Russell T. Jones
CARY STREET PARTNERS
Wytheville, VA 24382
Some features on this profile are disabled
CRD#: 6540829
RJ
Professional summary
Russell Todd Jones, who also goes by Russell Todd Jones, Rusty Jones, is a registered financial advisor currently at CARY STREET PARTNERS located in Wytheville, Virginia and CARY STREET PARTNERS located in Wytheville, Virginia.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Russell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russell Todd Jones | Rusty Jones
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. Creekside Meadows, LLC Name: Creekside Meadows, LLC Investment-related: No Address: 1040 Reed Creek Mill Road Wytheville, VA 24382 Nature of business: Farming/Real Estate Position & Title: Managing Member Start date: 1/30/2006 Hours per week: 10 Hours during trading: 0 Description: Overseeing, managing & working on farm & land holdings. We run stocker cattle from April to November 2. Millwald Theatre, Inc. Name: Millwald Theatre, Inc. Investment-related: No Address: 180 West Main Street, Suite 4, Wytheville, VA 24382 Nature: Non-profit Position & Title: Vice-Chairman Start date: 11/13/2017 Hours per week: 0 Hours during trading: 0 Description: New 501c3 to purchase, rehabilitate & oversee operations of historic theatre in downtown Wytheville. 3. Wythe County Public Schools Foundation for Excellence Investment-related: No Address: 1570 West Reservoir St., PO Box 815, Wytheville, VA 24382 Nature: Non-profit Position & title: Board Member Start Date: 11/13/2017 Hours per week: 0 Hours during trading hours: 0 Description: 501c3 which provides enhancements for the Wythe County Public Schools System.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Todd Jones'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
June 12, 2021 - Present
CARY STREET PARTNERS
Office #1: 185 W. Main Street, Wytheville, VA 24382RIA
CRD#: 128545
Wytheville, VA
Current
June 12, 2021 - Present
CARY STREET PARTNERS
Office #1: 185 W. Main Street, Wytheville, VA 24382BD
CRD#: 128089
Wytheville, VA
Past
December 11, 2015 - June 15, 2021
EDWARD JONES
RIA
CRD#: 250
WYTHEVILLE, VA
Past
September 28, 2015 - June 15, 2021
EDWARD JONES
BD
CRD#: 250
WYTHEVILLE, VA
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".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(3/8/2024)
RR
Georgia(6/21/2023)
RR
Kentucky(4/13/2023)
RR
North Carolina(6/12/2021)
IAR
North Carolina(6/15/2021)
RR
Oklahoma(8/5/2024)
RR
South Carolina(7/8/2021)
RR
Tennessee(7/8/2021)
RR
Virginia(6/12/2021)
IAR
Virginia(6/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
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
CARY STREET PARTNERS
CRD#: 128545Wytheville, VA 24382TRUST BUT VERIFY
Monitor Russell Jones
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
