Jonathan Russell, financial advisor Indianapolis IN
90 score

Jonathan Russell

CRD Number: 6101846
Current Firm: Lji Wealth Management, LLC

Jonathan Russell (CRD# 6101846) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lji Wealth Management, LLC Indianapolis, IN Jul 2012 - Current 4
M&i Bank, A Part Of Bmo Financial Group Indianapolis, IN Feb 2012 - Jul 2012 < 1
Unemployed/travel Indianapolis, IN Nov 2011 - Feb 2012 < 1
Vision Equity Indianapolis, IN Jun 2011 - Nov 2011 < 1
M&i Bank Indianapolis, IN Jul 2008 - Jun 2011 2
Purdue University West Lafayette, IN Jan 2007 - Dec 2009 2
Fifth Third Bank Indianapolis, IN Apr 2004 - Jul 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Jonathan W. Russell
Phone Number: 317-466-9702
Firm Website: http://www.ljiwm.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $113,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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