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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-07-23
OK RA APPROVED 2012-05-11
  • TX RA
    APPROVED_RES
    Since 2013-07-23
  • OK RA
    APPROVED
    Since 2012-05-11

Branch Locations

6309 E. 102 Street Suite A, Tulsa, OK 74137 • 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
OrganizationCityStateFromTo
Raymond Jamess Financial Services, Inc. Tulsa OK 04/2012 Present
Raymond James Financial Services Advisors Inc. Tulsa OK 05/2012 Present
Previous Registrations
Other Businesses

(1)Name of Business: JDR Financial Services, LLC Address: 6309 E 102nd St Ste A, Tulsa, OK, 74137, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SUPPORT COMPANY (2)Name of Business: Jerold Don Ross Address: 6420 S 184th St W , Boynton, OK, 74422, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of commercial property. I manage and maintain the facility. (3)Name of Business: Mary's Chapel LLC Address: 6420 S 184th St W , Boynton, OK, 74422, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain the chapel, repairing it currently, offering it for weddings and funerals. (4)Name of Business: NA Address: 6309 E 102nd St, Tulsa, Ok 74137, Tulsa, OK, 74137, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/09/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: hoping to transact business in life policies with approved vendors (5)Name of Business: Ross Lake LLC Address: 6420 s 184th st W, Boynton, OK, 74422, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain and develop property around the purchased lake

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-12
S63 Uniform Securities Agent State Law Examination 1992-06-30
  • S66 Uniform Combined State Law Examination
    2007-01-12
  • S63 Uniform Securities Agent State Law Examination
    1992-06-30
Other Names
  • Jerold D Ross
  • Don Ross
  • J Don Ross

View on SEC IAPD

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