Jeffrey Ross
Jeffrey Ross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Diego, CA, with 16 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
16399 W Bernardo Dr, San Diego, CA, 92127
Get directionsHistory
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 Activities
Jeffrey owns rental real estate property since 2013, dedicating minimal time to it. He also works as an associate financial advisor for both Addison Avenue Investment Services and First Tech Federal Credit Union, spending about half his time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Transamerica Capital, INC.Broker
Rs Funds Distributor LLCBroker
Guardian Investor Services LLCBroker
Aig Sunamerica Capital Services, INC.Broker
State Registrations30 states
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.