Jeffrey Ross
Jeffrey Ross is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chico, CA, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2635 Forest Avenue, Suite 100, Chico, CA, 95928
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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
Jeffrey is involved in several business activities, including EIA sales with Aviva, serving as President of Jeff Ross Financial and Ross Financial Services, Inc., and owning rental property. He also provides insurance services through Avantax Insurance Agency and Avantax Insurance Services and serves as a trustee for the Chico Elks Lodge.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment ServicesBroker
State Registrations9 states
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