Jennifer Nicole Ross

Current Employers

Employment History

• 02/2014 → 03/2021
  Tiaa
  Morgantown, WV
• 01/2014 → 03/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Morgantown, WV
• 04/2021 → 05/2025
  Equitable Advisors
  New York, NY
• 05/2025 → Present
  Huffman & Ross Wealth Management
  Morgantown, WV

Previous Registrations

• 2021-04-01 → 2025-05-09
  Equitable Advisors, Llc
  Morgantown, WV
  Bala Cynwyd, PA
  Morgantown, WV
• 2014-03-07 → 2021-03-02
  Tiaa-Cref Individual & Institutional Services, Llc
  Morgantown, WV
• 2009-01-26 → 2013-01-30
  Bb&T Investment Services, Inc.
  Kingwood, WV
  Reedsville, WV
  Terra Alta, WV
  Cameron, WV
  Morgantown, WV
  Morgantown, WV
  Morgantown, WV
  Moundsville, WV
  Charlotte, NC
  Morgantown, WV
• 2006-02-16 → 2008-12-31
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Morgantown, WV
  Charlotte, NC
  Charlotte, NC
• 2005-08-31 → 2006-02-17
  Bb&T Asset Management, Inc.
  Morgantown, WV

Other Businesses

1) Jennifer Nicole Ross is an independent licensed insurance agent. This presents a conflict of interest and gives the supervised person the ability to recommend products based on the compensation received. Additionally, the offer and sale of insurance products by supervised persons of Huffman & Ross Wealth Management are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. Huffman & Ross Wealth Management addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. Huffman & Ross Wealth Management periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. Huffman & Ross Wealth Management will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by Huffman & Ross Wealth Management's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-16
• S65 Uniform Investment Adviser Law Examination
  2005-07-22

Other Names

• Jennifer Nicole Mcelwain