Russell Jeanis
Also appears in the source record as: Russell Lynn Jeanis
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- Series 66SIESeries 7
- Registered states (6)
- Arizona · California · Louisiana · New Mexico · Oklahoma · Texas
- Years in the industry (source record)
- 19
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 5399568 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (11)
From the source registration record · current first
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Mar 31, 2025 → present
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Oct 17, 2011 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityJul 13, 2018 → Mar 31, 2025
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Strategic Advisers LLCIA capacityOct 20, 2011 → Jul 13, 2018
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Puritan Brokerage Services, Inc.BD capacityJan 4, 2010 → Aug 18, 2011
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Puritan Wealth Management GroupIA capacityJan 4, 2010 → Aug 18, 2011
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Cambridge Investment Research, Inc.BD capacitySep 3, 2008 → Dec 17, 2009
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Cambridge Investment Research Advisors, Inc.IA capacitySep 3, 2008 → Dec 17, 2009
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Ing Financial Partners, IncIA capacityJan 2, 2008 → Sep 4, 2008
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Ing Financial Partners, Inc.BD capacityOct 4, 2007 → Sep 4, 2008
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.