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Jeffrey Stephen Ross

MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, Illinois
Clean recordMAIN STREET INVESTMENT ADVISORS, LLC
707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 405086Firm CRD# 146036

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Stephen Ross · NORTHBROOK, IL
Registration
CRD #405086 · MAIN STREET INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Stephen Ross is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with MAIN STREET INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MAIN STREET INVESTMENT ADVISORS, LLC
MAIN STREET INVESTMENT ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAIN STREET INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 405086
Firm CRD# 146036
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Stephen Ross offer?
Jeffrey Stephen Ross specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Jeffrey Stephen Ross's credentials?
Jeffrey Stephen Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Stephen Ross located?
Jeffrey Stephen Ross is based in NORTHBROOK, Illinois, working with MAIN STREET INVESTMENT ADVISORS, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Jeffrey Stephen Ross charge for services?
Jeffrey Stephen 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 MAIN STREET INVESTMENT ADVISORS, LLC?
MAIN STREET INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAIN STREET INVESTMENT ADVISORS, LLC

Alexander Laurence Ross
NORTHBROOK, IL
Wayne Francis Carr
NORTHBROOK, IL

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Nearby cities in Illinois
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