Jon Huffman
Jon Huffman is a registered investment advisor at Huffman & Ross Wealth Management LLC, based in Morgantown, WV, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 412 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
6220 Mid Atlantic Dr, Morgantown, WV, 26508
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2016Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Jon is a part owner of St. Joseph Holdings, where he performs general upkeep of a farm, and St. Joseph Real Estate Holdings, dedicating minimal time to each. He is also involved in an outside business insurance brokerage.
Employment History
Current Registrations
Huffman & Ross Wealth Management LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
New England SecuritiesBroker
The Huntington Investment CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.