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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Ross is an investment advisor representative at Kestra Advisory Services, LLC, a firm based in Austin, Texas. John has been in the financial industry since 1995 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. John holds Series 7, 63, and 65 licenses, as well as the SIE exam. He is a registered investment advisor in Illinois, Arizona, California, Florida, Georgia, Indiana, Missouri, Oregon and Texas. John provides financial planning, portfolio management, and investment advisory services. John is also a member of the National Investment Advisors, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/19/2016 - Present
Kestra Advisory Services, LLC (SPRINGFIELD IL)
FL
07/25/1995 - 02/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 08/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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