Jeffrey Michael Ross

Current Employers

Employment History

• 03/1990 → Present
  Tax Pro
  Chico, CA
• 05/2004 → 10/2019
  1St Global Capital Corp.
  Chico, CA
• 04/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Chico, CA
• 11/2006 → 10/2019
  1St Global Advisors, Inc.
  Chico, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Chico, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Chico, CA
• 12/2019 → 09/2025
  Avantax Insurance Agency
  Chico, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Chico, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Chico, CA
• 2006-11-22 → 2019-10-25
  1St Global Advisors Inc
  Chico, CA
  Chico, CA

Other Businesses

1) JEFF ROSS FINANCIAL (A DBA OF ROSS FINANCIAL SERVICES, INC) POSITION: PRESIDENT NATURE: FINANCIAL SERVICES I used to market as Ross & Vincent Financial Group, re-branding as Jeff Ross Financial, no other changes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2014 ADDRESS: Chico CA 95928, United States DESCRIPTION: PRESIDENT / OWNER / INVESTMENT ADVISOR 2) RENTAL PROPERTY - CHICO, CA POSITION: 100% Owner NATURE: Rental Property located at 2635 Forest Ave Chico CA 95928 INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2015 ADDRESS: , Chico CA , United States DESCRIPTION: Rent out 1/2 the building and utilize the other 1/2 for business purposes. 3) ROSS FINANCIAL SERVICES, INC POSITION: PRESIDENT, CEO NATURE: ACCOUNTING/EA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2012 ADDRESS: 2635 Forest Ave Suite 100, Chico CA 95928, DESCRIPTION: ROSS FINANCIAL SERVICES, INC DBA TAXPRO WILL BE THE ENTITY THAT I MANAGE MY TAX PRACTICE THROUGH. I AM THE SOLE OWNER OF THIS ENTITY THAT PROVIDES TAX AND INVESTMENT SERVICES TO MY CLIENTS AND HAS 2 EMPLOYEES. 4) CHICO ELKS LODGE POSITION: Trustee NATURE: Provide oversight of budget Approve bills to pay (don't write checks) INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 1705 Manzanita Ave, Chico CA 95926, DESCRIPTION: Review financials / give guidance to bookkeeper Assist with interpreting internal financial reports approve bills to pay I have signature authority on account but have not signed any checks. checks need 2 signatures. there are 6 people that can sign. I don't plan on signing any checks 5) JOSEPH PATRICK LAFFERTY TRUST POSITION: First Successor Trustee (2nd position) NATURE: My good friend and tax/investment client Joseph Lafferty sent me a copy of his newly created revocable trust. He has listed a primary successor trustee and has listed me as a "backup" trustee as a contingency. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2635 Forest Ave, Suite 100, Chico CA 95928, United States DESCRIPTION: Listed as Contingent successor trustee, so good chance there is NO responsibility. 7)Taxpro; Owner/ Tax Preparer; Tax; NIR; 03/01/1990; Chico CA ; Audit and Collection

Exams

• S66 Uniform Combined State Law Examination
  2006-11-13
• S63 Uniform Securities Agent State Law Examination
  1998-10-21

Designations

Other Names

• Jeffrey Michael Ross