UBS Financial Services
46yrs
Top advisor by experience in Los Gatos
17yrs
Based in Los Gatos, California, Russell Case is a fiduciary financial advisor with 17 years of industry experience. Russell joined Edward Jones in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Russell holds the CFP® designation.
One of 137 advisors with offices in Los Gatos, and one of 122 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 70% of advisors at Edward Jones
Office987 University Avenue Suite 11, Los Gatos, CA 95032
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowEdward JonesCurrent firm
Contact Russell
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Russell. 987 University Avenue Suite 11Los Gatos, CA 95032Office · Get directions
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Questions to ask Russell
Tailored to Russell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Russell
How do I contact Russell?
Call Edward Jones at (314) 515-2000 and ask for Russell Case. Russell works from the Los Gatos, CA office.
How long has Russell been a financial advisor?
Russell has been in the industry since 2010, about 17 years. More experience than 70% of advisors at Edward Jones.
What licenses does Russell hold?
Series 66. Tap any license on this page to see what it allows.
Is Russell a fiduciary?
Russell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Russell paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Russell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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