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Jonathan William Russell

LJI WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana
Series 65Clean record13 years registeredLJI WEALTH MANAGEMENT, LLC
6569 CARROLLTON AVENUE, INDIANAPOLIS, IN 46220CRD# 6101846Firm CRD# 145399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan William Russell · INDIANAPOLIS, IN
Registration
CRD #6101846 · LJI WEALTH MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

LJI WEALTH MANAGEMENT, LLC
Sep 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 6, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LJI WEALTH MANAGEMENT, LLC
CRD 145399 · SEC 801-77820
AUM
$853M
Regulatory assets under management
Employees
15
3,356 client accounts
Services offered by LJI WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LJI WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jonathan William Russell offer?
Jonathan William Russell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jonathan William Russell's credentials?
Jonathan William Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan William Russell located?
Jonathan William Russell is based in INDIANAPOLIS, Indiana, working with LJI WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jonathan William Russell charge for services?
Jonathan William Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LJI WEALTH MANAGEMENT, LLC?
LJI WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LJI WEALTH MANAGEMENT, LLC

Layton Leon John
INDIANAPOLIS, IN
Daniel Keith Lucas
INDIANAPOLIS, IN
Joshua David John
INDIANAPOLIS, IN
Bradley Heath Owens
INDIANAPOLIS, IN

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