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JM

Jonathan Michael Russo

Investment Adviser Representative at LIGHTEDWAY ADVISORY SERVICES, INC.

Harrison, NYCRD #4159763Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Michael Russo has worked in the securities industry since 2000. They are registered to provide investment advisory services in New Hampshire, New York, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
New HampshireNew YorkTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/3/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 2/23/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 11/21/2006
Series 7
General Securities Representative Examination
Passed 5/26/2000
Series 24
General Securities Principal Examination
Passed 8/8/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
All Assets - Portfolio Management0.50%
All Assets - Portfolio Management (max)1.50%
All Assets - Pension Consulting0.50%
Source

Lightedway Advisory Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LIGHTEDWAY ADVISORY SERVICES, INC.Current
3/16/2021Harrison, NY
INDEPENDENT FINANCIAL PARTNERS
12/6/20193/16/2021Harrison, NY
GLOBAL RETIREMENT PARTNERS LLC
4/6/201512/6/2019Pearl River, NY
INDEPENDENT FINANCIAL PARTNERS
11/13/20136/8/2015Pearl River, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Michael Russo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan Michael Russo - Financial Advisor in Harrison, NY | AdvisorFinder