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    Jonathan Russo, CRPC®

    Founder at LightedWay Advisory Services, Inc.

    Jonathan Russo, CRPC®, is a financial professional with a strong focus on assisting individuals and businesses in defining and achieving their financial goals.

    With a background in economics and financial planning, Jonathan aims to provide comprehensive advice and create tailored strategies for his clients.

    His expertise spans various areas such as portfolio management, retirement planning, life insurance, education planning, and estate planning.

    Jonathan has a solid educational foundation, including a BS in Economics from Iona University and additional studies at the College for Financial Planning.

    He has held key roles in prestigious financial organizations, including Founder at LightedWay Advisory Services, Inc., Independent Financial Advisor at Independent Financial Partners (IFP), and Senior Wealth Manager at StoneStreet Advisor Group, LLC.

    Jonathan's career also includes positions such as Director of Financial Wellness, Wealth Planner, President/CEO of JMR Financial Advisors & Retirement Planning, and Financial Advisor at renowned firms like Wachovia Securities, LLC, and PRUDENTIAL SECURITIES INC.- Park Avenue, NYC.

    Jonathan Russo, CRPC®
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    Location

    Harrison, New York, United States