Our Team

J.E. Russell | Branch Manager

J.E. Russell has been in the financial services industry since 1982. He is the OSJ (Officer of Supervisory Jurisdiction) and registered principle for this branch office. J.E. is a Licensed Registered Representative in 29 states and an Investment Advisor Representative in 10 of those states. J.E. was born and raised in Arizona and has been a resident of Prescott, Arizona for the past 35 years. J.E. has been a part of several civic organizations, including the Kiwanis Club of Prescott and Prescott Big Brother Big Sisters.


David Paez | Financial Advisor

David Paez has been in the financial services industry since 1994. Mr. Paez began his career as a stockbroker where he gained much needed experience as a stock & options trader with a regional firm in Phoenix Arizona and later transitioned his business to an independent broker/dealer where his business stands today.


Tom Repass | Financial Advisor

Tom moved to Prescott in 1995 from upstate NY and after graduating from Yavapai College entered the real estate field. He has over ten years experience in the land business, including sales, land acquisition, project development and permit facilitation. Tom became a registered representative as well as a licensed life and health insurance agent in 2009.


Helen Dickerson | Office Administrator

Helen has been in the financial services industry since 2005 as J.E. Russellís administrative assistant/receptionist. Prior to that, she worked as a payroll specialist for 10 years and a contract administrator for 2 years. Helen holds a certificate in legal word processing from Barclay Career College.



JE Russell is registered in the following states:
Alabama, Arizona, California, Colorado, Florida, Idaho, Iowa, Indiana, Kansas, Louisiana, Maine, Michigan, Minnesota, Missouri, New Mexico, Nevada, North Dakota, Ohio, Oregon, South Dakota, Texas, Virginia, Washington, and Wisconsin.

1687 Willow Creek Road , Prescott, AZ 86301
Phone: (928) 778-9050   Toll Free: (800) 759-9050   Fax: (928) 771-8588   Email: j.e.russell@natplan.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC , and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Russell Investment Advisors and NPC are separate and unrelated companies.