Jonathan Russo has been Managing Member & Chief Compliance Officer of LightedWay Advisory Services since January 2021, is a control person of the firm and directly owns 75% or more of it.
Lightedway Advisory Services, Inc. is a Harrison, NY firm with $115M under management, 269 clients and 1 adviser in one office, as of its February 2026 filing.
Jonathan Russo is CEO/Principal of LightedWay Advisory Services, Inc., based in Harrison, NY. He has over 20 years of experience in financial services and began his career at Merrill Lynch in 1999. After 10 years at major wirehouses, he founded LightedWay Financial Services.
Jonathan Russo’s longest registration is the current one, 5 years at LightedWay Advisory Services since 2021. Before joining LightedWay Advisory Services in 2021, Jonathan Russo was registered through Independent Financial Partners and Global Retirement Partners LLC.
- – present · 5 yearsHarrison, NY · Adviser representative · Firm CRD 312712
- Independent Financial Partners– · 1 yearHarrison, NY · Adviser representative · Firm CRD 125112
- Global Retirement Partners LLC– · 4 yearsPearl River, NY · Adviser representative · Firm CRD 172011
- Independent Financial Partners– · 1 yearPearl River, NY · Adviser representative · Firm CRD 125112
Professional designations
Listed by LightedWay Advisory Services
- Chartered Retirement Planning Counselor™ (CRPC™)
Investment adviser representative registrations
Jonathan Russo is registered as an investment adviser representative in 3 states. Each was approved in March 2021.
- New HampshireSince 17 March 2021
- New YorkSince 20 March 2021
- TexasSince 16 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2015 |
| Series 24 | General Securities Principal Examination | 8 August 2008 |
| Series 31 | Futures Managed Funds Examination | 21 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 2001 |
| Series 7 | General Securities Representative Examination | 26 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Michael Russo
- CRD
- 4159763
- Firm
- LightedWay Advisory Services · CRD 312712
- Role
- Managing Member & Chief Compliance Officer
- Office
- 83 CALVERT ST, Harrison, NY 10528
- Registration
- Investment adviser registration
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lightedwayadvisory.com
Where does Jonathan Russo work?
Jonathan Russo has been Managing Member & Chief Compliance Officer of Lightedway Advisory Services, Inc. since January 2021, and is a control person of the firm.
Is Jonathan Russo a financial advisor?
Yes. Jonathan Russo has a current investment-adviser registration in New Hampshire, New York and Texas, through LightedWay Advisory Services since March 2021.
How many years of experience does Jonathan Russo have?
Jonathan Russo has 26 years in the financial industry, since May 2000, across 3 adviser firms.
What exams has Jonathan Russo passed?
Jonathan Russo has passed 5 licensing exams: the Series 7, Series 63, Series 31, Series 24 and Series 65. The earliest, the Series 7, was passed in May 2000. FINRA credited Jonathan Russo with the SIE, which began in October 2018.
Where did Jonathan Russo work before LightedWay Advisory Services?
Before LightedWay Advisory Services, Jonathan Russo was registered through Independent Financial Partners, December 2019 to March 2021; Global Retirement Partners LLC, April 2015 to December 2019; Independent Financial Partners, November 2013 to June 2015.
Where is Jonathan Russo based?
Jonathan Russo’s registered office is in Harrison, NY.
Is Jonathan Russo registered with FINRA?
No. Jonathan Russo has no current broker registration.
How can I verify Jonathan Russo’s record?
Search CRD 4159763 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Russo’s full registration record.