Unclaimed Profile

Jonathan M Russo

LIGHTEDWAY ADVISORY SERVICES, INC.·HARRISON, New York

SIE, Series 7, Series 24, Series 31, Series 63, Series 6512 years registeredLIGHTEDWAY ADVISORY SERVICES, INC.

83 CALVERT ST, HARRISON, NY 10528CRD# 4159763Firm CRD# 312712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan M Russo · HARRISON, NY

Registration

CRD #4159763 · LIGHTEDWAY ADVISORY SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

LIGHTEDWAY ADVISORY SERVICES, INC.

Mar 2021 – present

INDEPENDENT FINANCIAL PARTNERS

Dec 2019 – Mar 2021

Harrison, NY

GLOBAL RETIREMENT PARTNERS LLC

Apr 2015 – Dec 2019

PEARL RIVER, NY

INDEPENDENT FINANCIAL PARTNERS

Nov 2013 – Jun 2015

PEARL RIVER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 13, 2013

Years registered · 12

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LIGHTEDWAY ADVISORY SERVICES, INC.

CRD 312712 · SEC 801-120390

AUM

$77M

Regulatory assets under management

Employees

218 client accounts

Services offered by LIGHTEDWAY ADVISORY SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LIGHTEDWAY ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan M Russo offer?

Jonathan M Russo specializes in Investment Management, Fee-Only Advisory. Contact their office in HARRISON, New York for a consultation.

What are Jonathan M Russo's credentials?

Jonathan M Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan M Russo located?

Jonathan M Russo is based in HARRISON, New York, working with LIGHTEDWAY ADVISORY SERVICES, INC.. Their office serves clients in the HARRISON metropolitan area and surrounding communities.

How does Jonathan M Russo charge for services?

Jonathan M Russo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTEDWAY ADVISORY SERVICES, INC.?

LIGHTEDWAY ADVISORY SERVICES, INC. has approximately 1 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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