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Jonathan David Ross

Edward Jones

Scottsville, KY

CRD 5029473

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2007-02-07
  • KY RA
    APPROVED
    Since 2007-02-07

Branch Locations

107 B East Public Square, Scottsville, KY 42164 • 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
Edward Jones St. Louis MO 09/2005 Present
Other Businesses

"Glasgow Golf & Country Club Glasgow, KY Start date: 2/1/2018 Boardmember Hours per week: 0 Hours during trading: 0 GGCC Boardmembers represent membership in making operational and budgetary decisions for the club. Meetings are held once per month."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-23
S63 Uniform Securities Agent State Law Examination 2005-12-02
  • S66 Uniform Combined State Law Examination
    2007-01-23
  • S63 Uniform Securities Agent State Law Examination
    2005-12-02
Other Names
  • Jonathan Ross

View on SEC IAPD

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