Career
Jason Lenzo has been Director of Russell Investments Implementation Services since July 2024. Jason Lenzo is a control person of the firm and directly owns under 5% of it.
Russell Investments Implementation Services, LLC is a Seattle, WA firm with $81.1B under management, 118 clients and 115 advisers across 2 offices, as of its September 2026 filing.
Jason Lenzo is managing director and head of trading for Russell Investments Implementation Services. He manages global equity, fixed-income, FX and derivatives trading, plus execution services, agency FX and commission management. He previously directed equity, fixed-income and FX trading and joined Russell Investments in 1997 as an assistant trader.
No adviser firm registrations are on Jason Lenzo’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 October 2005 |
| Series 66 | Uniform Combined State Law Examination | 12 December 2002 |
| Series 55 | Limited Representative-Equity Trader Exam | 31 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 1998 |
| Series 7 | General Securities Representative Examination | 20 May 1998 |
- Name
- Operations Professional Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jason Abram Lenzo
- CRD
- 2972909
- Firm bio
- russellinvestments.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jason Lenzo work?
Jason Lenzo has been Director of Russell Investments Implementation Services, LLC since July 2024, and is a control person of the firm.
Does Jason Lenzo have a current investment-adviser registration?
Jason Lenzo has a current broker registration and no current investment-adviser registration.
What exams has Jason Lenzo passed?
Jason Lenzo has passed 7 licensing exams: the Series 7, Series 63, Series 55, Series 66, Series 24, Series 99TO and Series 57TO. The earliest, the Series 7, was passed in May 1998. FINRA credited Jason Lenzo with the SIE, which began in October 2018.
Leadership at Russell Investments Implementation Services
- Katherine El-hillowDirector; President; Chief Investment Officer
- Amy Elizabeth CurranUS Adviser Chief Compliance Officer
- Cheryl WichersBroker-Dealer Chief Compliance Officer
- Aaron Alexander OstrovskyDirector
- Mark David PaltrowitzChief Risk Officer
- David SiegelFinancial and Operations Principal
Howard Brian SurloffChief Legal Officer