Jerold Ross
Jerold Ross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tulsa, OK, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6309 E. 102 Street, Suite A, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerold is the owner of JDR Financial Services, LLC, a support company, and also owns and manages commercial rental property. Additionally, Jerold hopes to transact business in life insurance policies with approved vendors, and is a successor trustee for the Shaw Marital Trust.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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