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Jordan Russell

Advisor at Janney Montgomery Scott

Updated today

Location

Du Bois, PA 15801

Credentials

CFP®, Series 66

Industry experience

7 years

About

Jordan Russell is a CFP®-certified financial advisor with seven years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney, he worked at Russell Stone Products and studied at Pennsylvania State University. He serves as president of the Friends of Curwensville Lake nonprofit and is Vice President Elect of the Junior Chapter of the DuBois Chamber of Commerce. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform and provides services to individuals, high-net-worth clients, corporations, charities, and institutions.

Client services

Based on Janney Montgomery Scott

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Janney Montgomery Scott

ESG / Sustainable investing Tax-loss harvesting

Occupation focus

Based on Janney Montgomery Scott

Executive Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements available on a case-by-case basis, subject to Wealth Management Department approval.

Percentage

$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 2.00% $1,000,001 - $3,000,000: Up to 2.00% $3,000,001 - $5,000,000: Up to 2.00% $5,000,001 - $15,000,000: Up to 2.00% $15,000,001 - $25,000,000: Up to 2.00% $25,000,001+: Up to 2.00%

Commissions

Commission-based annuities held in non-qualified Partners Advisory and Compass Programs, marked non-billable.

Subscriptions

Janney Client Service Center (JCSC) advisory services assessed annual fee of 0.95%, billed quarterly in advance.

Other

Account minimum: $5,000 Fee-only: Financial planning services typically billed one time; Consulting services may be annual flat fee or asset-based fee.

Location

630 Division Street, Suite 1

Du Bois, PA 15801

Most active in

Pennsylvania

Work history

Janney Montgomery Scott

2025 - Present (1 year)

Janney Montgomery Scott

2018 - 2025 (7 years)

Russell Stone Products

2017 - 2018 (1 year)

Pennsylvania State University

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with five years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Prior to his current role, he has been involved with City Center Advisors and its affiliated entities since 2016. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory approach and actively uses derivatives and option strategies in client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Alex M

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Alex Micknis is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked with Barber Financial Co., Inc. and Securities America, Inc. Outside of finance, he has experience working in event management, including a role as assistant manager for the volunteer program at the Hinterland Music Festival and intermittent contracts with Live Nation handling box office and credentialing duties. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services utilizing advanced portfolio management tools and supports thousands of advisors with a broad spectrum of investment solutions and custodial platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Scott B

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Scott Barber is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, and Cetera Advisor Networks. Outside of advising, he is involved in tax preparation, owns a life and health insurance business, volunteers as a youth soccer referee and coach, and serves on the executive board of the Boy Scouts of America Bucktail Council. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisors serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Shawn A

CFP®, Series 63, Series 65

Du Bois, PA

Empower Advisory Group

Shawn Amblod is a CFP® with 18 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at firms including LPL Financial, Advised Assets Group LLC, and CNB Financial Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel F

Series 66

Du Bois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets and supporting over 1,200 advisors and 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Candice W

Series 63, Series 65

Du Bois, PA

Janney Montgomery Scott

Candice Waxler is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones for seven years. Outside of her advisory role, she serves as Vice President of the Downtown Dubois Group, a nonprofit focused on economic development and beautification in Dubois, PA. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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