John Russell has been President of Strategy since June 1993, is a control person of the firm and directly owns under 5% of it. John Russell holds a Bachelor's degree from L.I.F.E. College.
Strategy, Inc. is a Lubbock, TX firm with $142M under management, 194 clients and 2 advisers in one office, as of its February 2026 filing.
John Russell is Founder and President of The Advisors Group. He has provided financial guidance since 1978, with more than four decades of experience. He began his career in bookkeeping and then tax preparation, and went on to earn his CFP® certification in 1993, expanding into comprehensive financial planning and wealth management.
John Russell’s longest registration is the current one, 8 years at Strategy since 2017. Before joining Strategy in 2017, John Russell was registered through The Advisors Group.
- The Advisors Group– · 6 yearsLubbock, TX · Adviser representative · Firm CRD 113015
Professional designations
Listed by Strategy
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Russell is registered as an investment adviser representative in Texas, since December 2017.
- TexasSince 8 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 9 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 1985 |
| Series 7 | General Securities Representative Examination | 15 December 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Howard Russell
- CRD
- 1305765
- Firm
- Strategy · CRD 290104
- Role
- President
- Office
- 12002 TRAFALGAR AVENUE, SUITE 102, Lubbock, TX 79424
- Registration
- Investment adviser registration
- In the industry since
- December 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theadvisorsgroup.net
Where does John Russell work?
John Russell has been President of Strategy, Inc. since June 1993, and is a control person of the firm.
Is John Russell a financial advisor?
Yes. John Russell has a current investment-adviser registration in Texas, through Strategy since December 2017.
How many years of experience does John Russell have?
John Russell has 41 years in the financial industry, since December 1984, across 2 adviser firms.
What exams has John Russell passed?
John Russell has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in December 1984. FINRA credited John Russell with the SIE, which began in October 2018.
Where is John Russell based?
John Russell’s registered office is in Lubbock, TX.
Is John Russell registered with FINRA?
No. John Russell has no current broker registration.
Is John Russell a CFP?
Strategy lists John Russell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Russell’s record?
Search CRD 1305765 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Russell’s full registration record.