Jonathan Russell
Jonathan Russell is a registered investment advisor at Calton & Associates, INC., based in Bartlesville, OK, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
310 South Osage, Bartlesville, OK, 74003
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is appointed to sell annuities with multiple carriers since March 2024. He dedicates minimal time to this activity, assisting clients with applications, updating portfolio software, monitoring crediting rates, and helping with distributions/exchanges.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Archambo Financial Advisors, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.