Jonathan Russo Email & Phone Number
Founder
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Jonathan Russo Location
- Harrison, NY, US
Jonathan Russo Work
- Founder @ LightedWay Advisory Services, Inc. (March 2021 - Present)
- Independent Financial Advisor @ (October 2019 - March 2021)
- Senior Wealth Manager @ StoneStreet Advisor Group, LLC. (August 2013 - October 2019)
- Director of Financial Wellness @ (August 2013 - October 2019)
- Wealth Planner @ (August 2013 - October 2019)
- President and CEO @ (May 2008 - August 2013)
- Financial Advisor @ (August 2003 - May 2008)
- Financial Advisor @ (April 2001 - August 2003)
- Financial Advisor @ PRUDENTIAL SECURITIES INC.- Park Avenue, NYC (January 2001 - January 2003)
Jonathan Russo Education
- Iona College
BS (Economics)
1995-1999 - Stepinac High School
Bachelor of Science (BS) (Economics)
1992-1995 - College for Financial Planning
Jonathan Russo Skills
- 529 Plans
- ETFs
- Investments
- Term Life Insurance
- Variable Annuities
- Fixed Income
- Indexed Annuities
- Investment Advisory
- Asset Allocation
- Income Protection
- Seminars
- Disability Insurance
- Retirement Planning
- Equities
- Life Insurance
- Mutual Funds
- Whole Life
Jonathan Russo Summary
- Jonathan Russo, based in Harrison, NY, US, is currently a Founder at LightedWay Advisory Services, Inc.. Jonathan Russo brings experience from previous roles at Independent Financial Partners (IFP), StoneStreet Advisor Group, LLC. and StoneStreet Advisor Group, LLC. Jonathan Russo holds a 1995 - 1999 BS in Economics @ Iona College. With a robust skill set that includes 529 Plans, ETFs, Investments, Term Life Insurance, Variable Annuities and more. Jonathan Russo has 1 emails and 1 mobile phone numbers on RocketReach.
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