Jonathan Russell Email & Phone Number
Chief Client Officer @ LJI Wealth Management
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Jonathan Russell Location
- Indianapolis, IN, US
Jonathan Russell Work
- Chief Client Officer @ (March 2026 - Present)
- Chief Operating Officer @ (September 2020 - March 2026)
- Wealth Manager @ (August 2012 - September 2020)
- Premier Banking Manager and Market Manager, VP @ (February 2012 - July 2012)
- Premier Banking Manager, VP @ (April 2010 - June 2011)
- Premier Banker, VP @ (July 2008 - April 2010)
- Large Corporate Treasury Management, AVP @ (November 2007 - July 2008)
- Commercial Portfolio Manager, Officer @ (June 2007 - November 2007)
- Corporate Treasury Management, Officer @ (July 2005 - June 2007)
- Corporate Merchant Sales @ (April 2004 - July 2005)
Jonathan Russell Education
- Purdue University Daniels School of Business
M.B.A. (Executive Management)
2007-2009 - Purdue University Daniels School of Business
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 and 1 mobile phone numbers on RocketReach.
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