Jeff Kent Ross

Current Employers

Employment History

• 07/2003 → 12/2016
  Commonwealth Financial Network
  Waltham, MA
• 01/2016 → 12/2017
  National Planning Corporation
  Kalamazoo, MI
• 11/2017 → Present
  Lpl Financial Llc
  Kalamazoo, MI
• 07/2020 → Present
  Iht Wealth Management Llc
  Kalamazoo, IL

Previous Registrations

• 2017-01-03 → 2017-12-06
  National Planning Corporation
  Barrington, IL
  Kalamazoo, MI
  El Segundo, CA
  Chicago, IL
  Los Angeles, CA
• 2008-07-22 → 2016-12-31
  Commonwealth Financial Network
  Barrington, IL
  Kalamazoo, MI

Other Businesses

1. 11/29/2017 - Jeff K. Ross Financial Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/29/2010. 2. 11/29/2017 - Seven Oaks Performance LLC - Not Investment Related - Home Based - Other - For-Profit Business - Start Date 5/1/2016 - 40 Hours Per Month - Owner/Operator. 3. 02/21/2018 - Jeff K. Ross Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/29/2017 - 240 Hours Per Month/1 During Securities Trading. 4. 7/15/2020 - IHT Wealth Management - DBA: (Hybrid) Jeff K. Ross Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/10/2020 - 50 Hours Per Month/4 Hours During Securities Trading 5. 7/15/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/10/2020 - 50 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-16
• S63 Uniform Securities Agent State Law Examination
  1987-11-16

Designations