Jason Aupperle Russell

Jason Aupperle Russell

Private Wealth Advisor @ Kingswood U.S.

About

Co-Creator of the Resonance Engine™ | Aligning Prosperity with Purpose™ I’m a co-founder and financial advisor building at the intersection of emotional intelligence, ethical AI, and long-term financial strategy. As the co-creator of Soulai’s Resonance Engine™ and Third Heart™ frameworks, I’m helping build the first platform designed to strengthen emotional readiness, support human growth, and align AI with real relational wellbeing. Soulai is a category-defining venture positioned across dating, wellness, personal development—and through Soulai Finance, the future of holistic financial empowerment. Alongside this mission, I advise senior executives, entrepreneurs, and families approaching or living in retirement. My practice focuses on lifestyle protection, tax-efficient planning, and giving clients the clarity to live fully today while preparing wisely for tomorrow. My mission began with personal experience. My father—a respected mental-health professional—passed away at 66 without the long-term financial strategy he needed to protect his future or leave the legacy he intended. His story shaped my commitment to helping others achieve the clarity and preparedness he never had. Before Soulai and Kingswood, I spent 30+ years building companies across Europe, Africa, Asia, and the U.S., learning firsthand how people build, adapt, and thrive across widely different environments. Proud father of two extraordinary daughters. Every chapter of my work—Soulai, Soulai Finance, and Kingswood—is rooted in the same idea: align prosperity with purpose, and help people flourish in the areas that matter most.

Country

United States

City

San Francisco Bay Area

Industry

Financial Services

Skill

Strategic Planning, International Business, Market Analysis, Negotiation, Management, Leadership, Public Speaking, Team Management, Contract Negotiation, New business development, Portfolio Strategies, Wealth Strategies, Finance, Traditional IRA, Roth IRA, 529 College Saving Plans, SEP IRA, Business Retirement Plans

Experience

Kingswood U.S.

Private Wealth Advisor

Kingswood U.S.

LinkedIn
2025-9 - Present · 1 yr 1 mo

Kingswood U.S. is a nationally recognized independent wealth management firm that gives advisors the freedom and resources to put clients first. By combining institutional-grade investment solutions, advanced technology, and a collaborative culture, Kingswood empowers advisors to deliver personalized financial planning and guidance. The goal: help individuals, families, and business owners pursue their goals with clarity, confidence, and purpose.

Soulai, Inc.

Founder and CEO

Soulai, Inc.

2025-9 - Present · 1 yr 1 mo

Soulai, Inc. (Berkeley, CA) is building what we believe is the first true AI companion — not a sycophant or an echo chamber, but an intelligent exoskeleton designed to accelerate awareness, build presence, and strengthen human connection. Soulai helps people understand themselves, communicate honestly, and become genuinely ready for the relationships they want.

PwP Wealth Management

Principal

PwP Wealth Management

2025-8 - Present · 1 yr 2 mos

SF Bay Area

Fremont Bank

Financial Advisors

Fremont Bank

LinkedIn
2023-11 - 2025-8 · 1 yr 10 mos
Edward Jones

Financial Advisor

Edward Jones

LinkedIn
2020-1 - 2023-12 · 4 yrs
Keller Williams Classic Realty Group - Orlando, FL

Real Estate Agent

Keller Williams Classic Realty Group - Orlando, FL

LinkedIn
2018-8 - 2020-1 · 1 yr 6 mos

Orlando, Florida Area

JVJ Property Solutions. LLC

Director

JVJ Property Solutions. LLC

2017-4 - 2020-1 · 2 yrs 10 mos

Orlando, Florida Area

Investing in neighborhood revitalizing through the purchase and rehabilitation of neglected homes.

La Dolce Vita Consultancy Ltd.

Owner

La Dolce Vita Consultancy Ltd.

2006-6 - 2017-4 · 10 yrs 11 mos

International

Commercial agent for the sales and distribution of premium Italian ceramic tiles (Ceramiche Atlas Concorde S.p.a.) and high-end tap and wellness products (Newform S.p.a.) in the market of India. Sourcing and supply of premium interior design and furnishing solutions from Europe and Asia. Market entry strategies, business and marketing plan development. Franchise consultant.

Helen Doron Early English - Learning Centre Dortmund

Master Franchisor, Emilia Romagna

Helen Doron Early English - Learning Centre Dortmund

LinkedIn
2006-7 - 2016-12 · 10 yrs 6 mos

Emilia Romagna, Italy

National Coordinator of Italy (2007-2012), and Master Franchisor for the territory of Emilia Romagna. World leader in the teaching of English to children aged 0-14, and teens aged 11-18.

VJR Properties

Consultant

VJR Properties

2015-4 - 2016-5 · 1 yr 2 mos

Maitland, Florida

Management of Sawmill Center, 711 North Orlando Avenue, Maitland -New Tenant Acquisition -Tenant Relationship Management -Property Management -Public Relations Consultant/Partner in new property development in Maitland and Greater Orlando

Education

University of Southern California

University of Southern California

LinkedIn

Business Psychology

1988 - 1992 · 4 yrs

Jason Aupperle Russell's Contact Information

Email

******@***.com

Phone

(**) *** ****

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