JR
JR

John Ross

21 Years of Experience
Greenville, SC
Broker

John Ross is a registered investment advisor at Wells Fargo Advisors, based in Greenville, SC, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

148 River Street Ste 120, [Satellite], Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a co-trustee of his father's trust and has 25% ownership in Boland Family Farms LLC, a tree farm. He also has 100% ownership in JOHNROSS2 LLC, a finet practice, dedicating nearly full-time hours to it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - April 2021 · 16 yrs
AXA Advisors, LLCBroker
June 2004 - March 2005 · 9 mos
State Registrations15 states
ARFLGAKYLAMSNCNHNJOHPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Ross - Financial Advisor | TrueAdvisor