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JR

John Russell Armstrong

Investment Adviser Representative at THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MDCRD #5535651Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MarylandTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/9/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 7/3/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 6/30/2013
Series 7
General Securities Representative Examination
Passed 3/22/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/11/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.03
Source

THE MARSHALL FINANCIAL GROUP LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

T. ROWE PRICE INVESTMENT SERVICES, INC.
9/20/20188/2/2021OWINGS MILLS, MD
PACER FINANCIAL, INC.
7/29/20216/9/2022MALVERN, PA
PURSHE KAPLAN STERLING INVESTMENTS
7/12/202212/31/2022Hunt Valley, MD
PRUCO SECURITIES, LLC.
6/12/20081/24/2012NEWARK, NJ
CAMPBELL FINANCIAL SERVICES, LLC
3/25/20138/30/2018BALTIMORE, MD

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Russell Armstrong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Russell Armstrong - Financial Advisor in HUNT VALLEY, MD | AdvisorFinder