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Patrick Terrence Ross

ROSSJOHNSON & ASSOCIATES, LLC·PLYMOUTH, Minnesota
SIE, Series 6, Series 63, Series 65Clean record8 years registeredROSSJOHNSON & ASSOCIATES, LLC
3380 ANNAPOLIS LANE, PLYMOUTH, MN 55447CRD# 2387120Firm CRD# 297583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Terrence Ross · PLYMOUTH, MN
Registration
CRD #2387120 · ROSSJOHNSON & ASSOCIATES, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ROSSJOHNSON & ASSOCIATES, LLC
Aug 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · August 3, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROSSJOHNSON & ASSOCIATES, LLC
CRD 297583 · SEC 801-118296
AUM
$150M
Regulatory assets under management
Employees
5
495 client accounts
Services offered by ROSSJOHNSON & ASSOCIATES, 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 ROSSJOHNSON & ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Patrick Terrence Ross offer?
Patrick Terrence Ross specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Patrick Terrence Ross's credentials?
Patrick Terrence Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Terrence Ross located?
Patrick Terrence Ross is based in PLYMOUTH, Minnesota, working with ROSSJOHNSON & ASSOCIATES, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Patrick Terrence Ross charge for services?
Patrick Terrence 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 ROSSJOHNSON & ASSOCIATES, LLC?
ROSSJOHNSON & ASSOCIATES, LLC has approximately 5 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony R Johnson
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