Unclaimed Profile

Jeffrey Stephen Ross

MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, Illinois

Series 1, Series 12, Series 15, Series 40, Series 63, Series 65Clean record33 years registeredMAIN 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 · 33 years registered

Brand Profile

Not yet started

Career History

MAIN STREET INVESTMENT ADVISORS, LLC

Feb 2008 – present

LEHMAN BROTHERS INC.

Oct 1992 – Jan 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 1

Series 12

Series 15

Series 40

Series 63

Series 65

Registration record

First registered · October 28, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET INVESTMENT ADVISORS, LLC

CRD 146036 · SEC 801-113819

AUM

$175M

Regulatory assets under management

Employees

100 client accounts

Services offered by MAIN STREET INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAIN STREET INVESTMENT ADVISORS, LLC →

Introduction

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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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