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- Custodian
- Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-1991
- Office Locations
- 1
Office Locations
About Branson Fowlkes Russell INC
Branson Fowlkes Russell Inc is a Houston-based wealth management and investment advisory firm providing goal-based financial planning, portfolio management, and estate-planning coordination. The team builds custom plans through a collaborative discovery process and includes an in-house CPA/PFS who advises on income and estate tax. Reported managed accounts are primarily ETF-based, with custody relationships including Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAY WALLACE BRANSON
Chief Compliance Officer, President
- CRD
- #1012011
- Ownership
- 50% but less than 75%
MACO STEWART FOWLKES
Associate, Secretary, VICE PRESIDENT
- CRD
- #1552712
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL SCOTT BISHOP
--
- CRD
- #3195334
DALLAS LEIGH JONES
Chief Executive Officer, President
- CRD
- #1825351
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,619,079 | $1,619,079 |
| Non-Discretionary | $0 | -- |
| Total | $1,619,079 | $1,619,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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