Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Layton is a financial advisor who has been in the industry since 2002. Ross is currently registered with Kestra Advisory Services, LLC and has a branch office located in AUSTIN, TX. Ross is also registered with Kestra Investment Services, LLC. Prior to joining Kestra, Ross was employed by J.P. MORGAN SECURITIES LLC in WALNUT CREEK, CA and FIRST REPUBLIC SECURITIES COMPANY, LLC in SAN FRANCISCO, CA. Ross specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Ross is also registered with the following states: Arizona, California, Colorado, Florida, Kentucky, Michigan, Missouri, Nevada, New Jersey, New York, Tennessee, Texas, and Washington.
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.
1
2
TX
01/11/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
05/01/2007 - 01/12/2024
J.P. MORGAN SECURITIES LLC (WALNUT CREEK CA)
CA
05/01/2007 - 12/31/2008
J.P. MORGAN CLEARING CORP. (SAN FRANCISCO CA)
CA
02/25/2005 - 03/09/2007
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
NY
11/23/2001 - 02/11/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 11/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ross Layton is the right advisor for you? Invested Better is here to help.
