JR
Jonathan S. Russell
ARCHAMBO FINANCIAL ADVISORS
Bartlesville, OK 74003
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CRD#: 7428994
JR
Professional summary
Jonathan Steven Russell is a registered financial advisor currently at ARCHAMBO FINANCIAL ADVISORS, INC. located in Bartlesville, Oklahoma and CALTON & ASSOCIATES, INC. located in Bartlesville, Oklahoma.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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. JONATHAN RUSSELL, INVESTMENT RELATED, 310 S OSAGE, BARTLESVILLE, OK 74003, I AM APPOINTED TO SELL ANNUITIES WITH MULTIPLE CARRIERS, AGENT, START DATE 03/24/2024, HOURS/MONTH: 1, HOURS/MONTH DURING SECURTIES TRADING HOURS: 1, FOR CLIENTS WISHING TO PURCHASE A NEW ANNUITY, I WALK THEM THROUGH THE APPLICATION PROCESS. FOR EXISTING ANNUITIES, I WILL RECEIVE ACCOUNT VALUES TO UPDATE OUR PORTFOLIO SOFTWARE, MONITOR CURRENT CREDITING RATES AND MATURITY DATES ON POLICIES AND HELP WITH ANY DISTRIBUTIONS/EXCHANGES REQUESTED. 2. JMR Land & Livestock. Non-investment related; 2508 Georgetown Dr, Bartlesville, OK 74006; The company buys livestock to either be fed or trained and later resold. Owner/Sole Proprietor; Start Date: 6/30/2025; Hours/month: 2; Hours/month during securities trading hours: 0; We are providing capital. All procurement, management and liquidation of livestock is contracted out. I have accounted for a couple hours a month for books and recordkeeping.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Steven Russell'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
February 1, 2022 - Present
ARCHAMBO FINANCIAL ADVISORS, INC.
Office #1: 310 South Osage, Bartlesville, OK 74003RIA
CRD#: 129927
Bartlesville, OK
Current
June 29, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 310 South Osage Ave, Bartlesville, OK 74003RIA
BD
CRD#: 20999
Bartlesville, OK
Past
October 1, 2021 - July 21, 2023
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
BARTLESVILLE, OK
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".
AF
ARCHAMBO FINANCIAL ADVISORS, INC.
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD#: 129927 / SEC#: 801-120463
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Oklahoma
Registered Investment Advisory firm - (7/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/24/2025 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
IAR
Oklahoma(2/1/2022)
RR
Oklahoma(6/29/2023)
RR
Texas(10/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ARCHAMBO FINANCIAL ADVISORS, INC.
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD#: 129927 / SEC#: 801-120463
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Oklahoma
Registered Investment Advisory firm - (7/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
310 South Osage, Bartlesville, OK 74003
Mailing Address
Phone number
(918) 336-2222
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 221 |
| AUM (Assets Under Management) | $ 157,213,327 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD#: 129927Bartlesville, OK 74003TRUST BUT VERIFY
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