Michael Ross
Michael Ross is a CFP-designated registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Total Alignment Wealth Advisors, LLC
MML Investors Services, INC.Broker
Lenox Advisors, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations53 states
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