John Richard Ross

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 03/2005 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, SC
• 12/2009 → 04/2021
  Bank Of America, N.A.
  Greenville, SC
• 04/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Greenville, SC

Previous Registrations

• 2005-04-22 → 2021-04-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Greenville, SC
  Greenville, SC

Other Businesses

CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; GREENVILLE, SC; START 4/24/2011. BOLAND FAMILY FARMS LLC, NOT INV RELATED, GREENVILLE, SC, 25% OWNERSHIP, START 4/24/2011, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TREE FARM. JOHNROSS2 LLC; INV RELATED; GREENVILLE, SC; 100% OWNERSHIP; START DATE 12/3/2024; 180 HRS PER MONTH; 180 HRS DURING TRADING; FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-29

Other Names

• John Richard Ross Jr.
• John Richard Ross Jr