Jonathan Russo (CRD# 4159763) is an Investment Advisor Representative working at Lightedway Advisory Services, Inc. in Harrison, NY and has over 23 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lightedway Financial Services, LLC | Harrison, NY | Mar 2021 - Current | 3 |
Ifp Securities, LLC | Tampa, FL | Dec 2019 - Mar 2021 | 1 |
Independent Financial Partners | Tampa, FL | Oct 2019 - Mar 2021 | 1 |
Global Retirement Partners, LLC | Pearl River, CA | Apr 2015 - Dec 2019 | 4 |
Lpl Financial LLC | San Diego, CA | Apr 2008 - Oct 2019 | 11 |
Independent Financial Partners | Pearl River, NY | Oct 2013 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- NY
- TX
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Total Assets Under Management77MILLIONS
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Total Number of Accounts218ACCOUNTS
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Average Account Value$353,211
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NH, NJ, NY, TX
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