Jeffrey Ross

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 04/2023
  Transamerica Capital, Inc.
  Denver, CO
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  San Diego, CA
• 04/2023 → Present
  First Tech Federal Credit Union
  San Diego, CA
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc
  San Diego, CA
• 04/2023 → Present
  Addison Avenue Investment Service
  San Diego, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 16399 W Bernardo Dr, San Diego, CA, 92127-1801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support role for Financial Advisor team in San Diego.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2011-04-02

Other Names

• Jeff Ross