Unclaimed Profile

James Edward Ross

SSGA FUNDS MANAGEMENT, INC.·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 63Clean recordSSGA FUNDS MANAGEMENT, INC.

1 IRON STREET, BOSTON, MA 02210CRD# 4309272Firm CRD# 111242

Profile Verification

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

Identity

James Edward Ross · BOSTON, MA

Registration

CRD #4309272 · SSGA FUNDS MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSGA FUNDS MANAGEMENT, INC.

CRD 111242 · SEC 801-60103

AUM

$1014.3B

Regulatory assets under management

Employees

243

246 client accounts

Services offered by SSGA FUNDS MANAGEMENT, INC.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at SSGA FUNDS MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Edward Ross offer?

James Edward Ross specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are James Edward Ross's credentials?

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

Where is James Edward Ross located?

James Edward Ross is based in BOSTON, Massachusetts, working with SSGA FUNDS MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does James Edward Ross charge for services?

James Edward 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 SSGA FUNDS MANAGEMENT, INC.?

SSGA FUNDS MANAGEMENT, INC. has approximately 243 employees and manages $1014.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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