Ross Warren Diekema

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2004 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

RWD Capital, LLC Type of business: Real Estate Holding Company Holland, MI Start date: 3/12/2019 Sole Member Hours per week: 1 Hours during trading: 0 Desc: This LLC was created to hold a residential rental property * CRT Ventures, LLC Type of business: Real Estate Holding Company Holland, MI Start date: 12/16/2024 Member Hours per week: 1 Hours during trading: 1 Desc: Ted Simpkins and Ross Diekema are 50/50 members in the LLC

Exams

• S66 Uniform Combined State Law Examination
  2009-12-28
• S63 Uniform Securities Agent State Law Examination
  2005-02-04

Designations

• Certified Financial Planner

Other Names

• Ross Diekema