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Jason Abram Lenzo

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC·SEATTLE, Washington
SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 66, Series 99TOClean recordRUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
1301 SECOND AVENUE, SEATTLE, WA 98101CRD# 2972909Firm CRD# 329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Abram Lenzo · SEATTLE, WA
Registration
CRD #2972909 · RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 57TO
Series 63
Series 66
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
CRD 329 · SEC 801-60335
AUM
$82.7B
Regulatory assets under management
Employees
653
146 client accounts
Services offered by RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC →
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Frequently Asked Questions

What services does Jason Abram Lenzo offer?
Jason Abram Lenzo specializes in Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Jason Abram Lenzo's credentials?
Jason Abram Lenzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Abram Lenzo located?
Jason Abram Lenzo is based in SEATTLE, Washington, working with RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jason Abram Lenzo charge for services?
Jason Abram Lenzo's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees, other: % of revenue/intracompany agrmts. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC?
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC has approximately 653 employees and manages $82.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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