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Registered advisor

J••••• K••• R••••••

W•••• F•••• A•••••••wirehouseSeattle, Wadual registrantIAPD 7020929

Feed of 09/14/2026

Also filed as Jeremy K. Russell

At current firm

0 y

since Dec 10, 2025

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Dec 10, 2025 · Seattle, Wa
J••• M••••• S••••••••• L•• wirehouse
Sep 9, 2021 to Jan 6, 2026 · Seattle, Wa
A••••••••• F•••••••• S•••••••• L•• national BD
May 4, 2020 to Jul 26, 2021 · Mercer Island, Wa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 21, 2018 to May 5, 2020 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
left Jan 6, 2026, registered Dec 10, 2025 (-27 days) · Wirehouse to wirehouse
A••••••••• F•••••••• S•••••••• L•• to J••• M••••• S••••••••• L••
left Jul 26, 2021, registered Sep 9, 2021 (45 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• F•••••••• S•••••••• L••
left May 5, 2020, registered May 4, 2020 (-1 days) · Wirehouse to affiliated broker-dealer or bank

Signals

J••••• K••• R•••••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2025-12-10)
Jan 6, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address