Adviser and broker representative · Cary Street Partners
Russell T. Jones
CRD 6540829 · Wytheville, VA
At a glance
Russell T. Jones is an investment adviser representative with Cary Street Partners in Wytheville, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Russell’s SEC record dates to 2015, about 10 years ago. Russell is also registered as a broker representative.
Current advisory firm
- Cary Street PartnersSince June 2021Wytheville, VA · $10B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Russell’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cary Street Partners
- Ethan B. CookWytheville · Certified Financial Planner
- Aaron J. SummersWytheville
- Steven P. AdwarMorristown
- William A. Allen IICharlotte
- Jason M. ArditoJohnson City
- Mauree BarrettCharlottsville · Chartered Financial Analyst
- Walter D. BayneFredericksburg
- Jeffrey BlatterCharlottesville · Certified Financial Planner
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