Sign In

Jonathan Russo, CRPC®

Founder at LightedWay Advisory Services, Inc.

Jonathan Russo, CRPC®, is a financial professional with a strong focus on assisting individuals and businesses in defining and achieving their financial goals.

With a background in economics and financial planning, Jonathan aims to provide comprehensive advice and create tailored strategies for his clients.

His expertise spans various areas such as portfolio management, retirement planning, life insurance, education planning, and estate planning.

Jonathan has a solid educational foundation, including a BS in Economics from Iona University and additional studies at the College for Financial Planning.

He has held key roles in prestigious financial organizations, including Founder at LightedWay Advisory Services, Inc., Independent Financial Advisor at Independent Financial Partners (IFP), and Senior Wealth Manager at StoneStreet Advisor Group, LLC.

Jonathan's career also includes positions such as Director of Financial Wellness, Wealth Planner, President/CEO of JMR Financial Advisors & Retirement Planning, and Financial Advisor at renowned firms like Wachovia Securities, LLC, and PRUDENTIAL SECURITIES INC.- Park Avenue, NYC.

Highlights

Aug 30 · linkedin

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

Aug 20 · linkedin

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!

Whether you’re a student, teacher, or parent, we hope the year ahead is one of success and happiness. If you need anything as you settle into the new routine, remember that our team is just a phone call away.

Jonathan Russo, CRPC®
Add to my network

Location

Harrison, New York, United States