Jason Bradley Ross

Current Employers

Atwood Financial Planning Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-20
NJ	RA	APPROVED	2019-02-07

TX RA
APPROVED_RES

Since 2025-02-20
NJ RA
APPROVED

Since 2019-02-07

Branch Locations

Cranford, NJ • United States

Washington, DC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Xaxis (Formerly 24/7 Media)	New York	NY	08/2013	Present
Lori Atwood Financial Planning, Llc	Washington	DC	01/2019	Present

08/2013 → Present

Xaxis (Formerly 24/7 Media)

New York, NY
01/2019 → Present

Lori Atwood Financial Planning, Llc

Washington, DC

Other Businesses

Xaxis, NON-INVESTMENT RELATED. 140 East 45th Street, 12th Floor, New York, NY 10017. Manager of Financial Analysis and Business Intelligence. From August 2013 to Present. Works 40 hours per week. Jason will work full-time at Xaxis and take financial planning clients in the evenings and weekends.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-28

S65 Uniform Investment Adviser Law Examination

2018-11-28

Other Names

Jason Ross

View on SEC IAPD