Jonathan Russell Email & Phone Number
Chief Client Officer @ LJI Wealth Management
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Jonathan Russell Location
- Indianapolis, IN, US
Jonathan Russell Work
- 2026 -now Chief Client Officer @
- 2020 -2026 Chief Operating Officer @
- 2012 -2020 Wealth Manager @
- 2012 -2012 Premier Banking Manager and Market Manager, VP @
- 2010 -2011 Premier Banking Manager, VP @
- 2008 -2010 Premier Banker, VP @
- 2007 -2008 Large Corporate Treasury Management, AVP @
- 2007 -2007 Commercial Portfolio Manager, Officer @
- 2005 -2007 Corporate Treasury Management, Officer @
- 2004 -2005 Corporate Merchant Sales @
Jonathan Russell Education
- Purdue University Daniels School of Business
M.B.A. (Executive Management)
2007-2009 - Purdue University - Krannert School of Management
Management (Economics & Marketing)
1999-2003 - Zionsville Community High School 1995-1999
Jonathan Russell Skills
- Comprehensive Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
- Risk Management
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- College Education Planning
- Charitable Gift Planning
- Business & Succession Planning
- 401(k) Consulting
- Estate Planning
- Social Security Strategies
- Residential Mortgages
- Banking
- Registered Investment Advisor
- Planning
- Retirement Distribution
- Budget Analysis
- College Education
- Financial Forecasting
- Financial Planning
- Plan Implementation
- Sales
- Portfolio Management
- Business And Succession Planning
- Solutions
- Strategic Planning
- Comprehensive Financial
- Strategy
- Cash Flow Forecasting
- Credit
- Retirement Distribution Planning
- Credit Analysis
- Business And Succession
- 401K Consulting
- RIA
- 401 Consulting
Jonathan Russell Summary
- Jonathan Russell, based in Indianapolis, IN, US, is currently a Chief Client Officer at LJI Wealth Management. Jonathan Russell brings experience from previous roles at LJI Wealth Management, BMO Harris Bank and M&I Bank. Jonathan Russell holds a 2007 - 2009 M.B.A. in Executive Management @ Purdue University Daniels School of Business. With a robust skill set that includes Comprehensive Financial Planning, Wealth Management, Investment Management, Retirement Planning, Risk Management and more. Jonathan Russell has 1 emails on RocketReach.
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Others Named Jonathan Russell
Jonathan Russell
CEO
Wellington, New Zealand
Top LJI Wealth Management Employees
Jonathan Russell
Chief Client Officer
Indianapolis, IN, US
Bradley Owens
CFP(R) and Chief Compliance Officer
Greenwood, IN, US
Layton John
President
Indianapolis, IN, US
Aaron Morrow
Vice President-Investments
Indianapolis, IN, US
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