Jonathan Michael Russo
Investment adviser representative at Lightedway Advisory Services, Inc.
18 yearsExperience
3 statesRegistered in
$115MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Lightedway Advisory Services, Inc.Mar 2021 to now
- Lightedway Financial Services, LLCMar 2021 to now
- Ifp Securities, LLCDec 2019 to Mar 2021
- Independent Financial PartnersOct 2019 to Mar 2021
- Global Retirement Partners, LLCApr 2015 to Dec 2019
- LPL Financial LLCApr 2008 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (NH, NY, TX).
Lightedway Advisory Services, Inc.
$115MAssets managed
269Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4159763
- Firm CRD
- 312712