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Jeremy Ryan Ross

Lincoln Financial Distributors, Inc.

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About Jeremy Ryan Ross

Jeremy Ross is a financial advisor who is currently registered with Lincoln Financial Distributors, Inc. Jeremy has been a financial advisor since 2000 and has a broad range of experience working with clients in different regions of the United States. He has held positions with AIG Capital Services, Inc., Transamerica Capital, Inc., and Sun Life Financial Distributors, Inc. Jeremy is licensed to sell investment company products and variable contracts. He also holds the Series 63 and Series 26 licenses.

Firm Information

Jeremy Ross is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeremy Ross’s Registration & Firm History

PA

05/29/2019 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CA

08/01/2016 - 05/14/2019

AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

CO

01/24/2012 - 08/03/2016

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MA

06/23/2009 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

PA

08/02/2006 - 06/16/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

02/07/2000 - 06/26/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 03/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Ryan Ross.
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