Robert D Ross

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

• 10/1995 → Present
  Edward D. Jones & Co., L.P.
  Searcy, AR

Other Businesses

Ross Ranch Type of business: real estate sold, liquidating LLC Searcy, AR Start date: 9/5/2005 GNP Hours per week: 0 Hours during trading: 0 help manage rental property. * KaryLila LLC Type of business: Oil and Gas Mineral royalties Searcy, AR Start date: 8/25/2022 owner/manager Hours per week: 0 Hours during trading: 0 Receive and deposit checks, sign leases, review production report relative to mineral royalties * "Various oil & gas companies Type: Date: 08/03/87 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Artesia NM"

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-12-14

Designations

• Certified Financial Planner