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Russ Tipper

Principal
Wealth Management Advice & Solutions Group

    Edward Jones Principal Russ Tipper leads the Products area within the Wealth Management Advice & Solutions Group, which includes Trading, Trust, Investment Advisory, Investments, Protection and Retirement Products. He is responsible for leading and coordinating product strategy and ongoing product management that helps clients achieve their goals.

    Russ began his Edward Jones career in 2023 leading Investment Advisory, the department responsible for the development of the firm’s Investment Advisory Strategy as well as the teams responsible for Platform Construction and Platform Management. These teams are focused on enabling branch teams to deliver tailored Investment Advisory solutions to help clients work toward achieving their financial goals and enhancing the value they provide clients in the future.

    Prior to joining Edward Jones in 2023, Russ’s career began in 1997 as a financial advisory for PaineWebber, now UBS, in Chicago. Over the next seven years, he held Product Management and Marketing roles at Putnam investments and Nationwide Financial before joining Bank of America/Merrill Lynch. In his 11 years with Merrill, he was a Managing Director responsible for leading the Third Party Discretionary and Client Discretionary Investment Advisory Programs as well as building and transitioning clients to Merrill One, the firms consolidated Investment Advisory program. In 2016, Russ joined Capital Group as a SVP leading Product Management and Strategy for the Wealth Management Client Group. He led several initiatives to build out Capital's investment capabilities to support clients and advisor's transition to investment advisory including building out the firms SMA and Model Portfolio capabilities. Russ's team was also responsible for the Mutual Fund, 529 and ABLE investment capabilities.

    Russ earned his bachelor’s degree in economics from Denison University before achieving his Master of Science in finance from Northeastern University. He also holds a CIMA designation and Series 7, 66, 24 and 51 licenses.

    Russ and his family live in Manhattan Beach, CA where he enjoys playing golf, pickleball and traveling with his wife, Martha, and his two children Colbie and Bennett.

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