Unclaimed Profile

Justin Lee Ross

JVIF, LLC·WOODLAND HILLS, California

SIE, Series 7, Series 66Clean record9 years registeredJVIF, LLC

5850 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 6730835Firm CRD# 291067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Lee Ross · WOODLAND HILLS, CA

Registration

CRD #6730835 · JVIF, LLC · 9 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

Feb 2022 – present

J.P. MORGAN SECURITIES LLC

Mar 2019 – Jan 2022

San Diego, CA

PARAGON FINANCIAL PARTNERS

Oct 2017 – Oct 2018

Del Mar, CA

MORGAN STANLEY

Apr 2017 – Oct 2017

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JVIF, LLC

CRD 291067 · SEC 801-112167

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by JVIF, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at JVIF, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Lee Ross offer?

Justin Lee Ross specializes in Investment Management, Fee-Only Advisory. Contact their office in WOODLAND HILLS, California for a consultation.

What are Justin Lee Ross's credentials?

Justin Lee Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Lee Ross located?

Justin Lee Ross is based in WOODLAND HILLS, California, working with JVIF, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Justin Lee Ross charge for services?

Justin Lee Ross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JVIF, LLC?

JVIF, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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