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Jeffrey David Ross

The Planner'S Edge LLC

Mercer Island, WA

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Current Employers
The Planner'S Edge Llc

2737 78Th Avenue Se Suite 103, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2011-08-04
  • WA RA
    APPROVED
    Since 2011-08-04

Branch Locations

2737 - 78Th Ave Se, #103, Mercer Island, WA 98040 • 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
The Planners Edge Mercer Island WA 10/1998 Present
Jeffrey Ross Mercer Island WA 01/1983 Present
  • 10/1998 → Present
    The Planners Edge
    Mercer Island, WA
  • 01/1983 → Present
    Jeffrey Ross
    Mercer Island, WA
Other Businesses

ISLANDAIRE HOA /BOARD-- TREASURER INSURANCE SALES SINCE 8/31/1981 TIME SPENT: LESS THAN 1%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-01-17
  • S63 Uniform Securities Agent State Law Examination
    1985-01-17
Designations

View on SEC IAPD

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LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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