Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerold? Claim Your ProfileJerold Don Ross has been a registered representative since 1992. Jerold Don Ross is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2012. Before that, Jerold Don Ross worked at EDWARD JONES. Jerold Don Ross has passed the following exams: Series 63, Series 66, Series 7, Series 9, Series 10 and SIE. Jerold Don Ross is currently registered in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Mississippi, Missouri, Montana, Oklahoma, Texas. Jerold Don Ross also has Investment Advisor Representative licenses in Oklahoma and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
07/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
OK
08/20/1992 - 04/10/2012
EDWARD JONES (JENKS OK)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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