Brian 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

• 04/2017 → Present
  Edward Jones
  Raytown, MO
• 10/2015 → 03/2017
  National Association Of Insurance Commissioners
  Kansas City, MO

Other Businesses

Rental Property Type of business: Rental Blue Springs, MO Start date: 7/1/2026 Landlord Hours per week: 0 Hours during trading: 0 I am becoming a landlord on July 1st.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-26

Designations

• Certified Financial Planner