Best Investors Account Sign in

Keith William Ross

Edward Jones

Gresham, OR

Milwaukie, OR

CRD 6262860

Claim This Profile
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
OR RA APPROVED 2024-10-07
TX RA APPROVED_RES 2019-01-09
  • OR RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED_RES
    Since 2019-01-09

Branch Locations

Gresham, OR • United States

6751 Se Thiessen Road Suite D, Milwaukie, OR 97267 • 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 11/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-03
  • S66 Uniform Combined State Law Examination
    2014-01-03
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

More in Gresham, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor