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Michelle Jasey Ross

PARENTEBEARD WEALTH MANAGEMENT LLC·YORK, Pennsylvania
PARENTEBEARD WEALTH MANAGEMENT LLC
SUITE 200, YORK, PA 17401-2993CRD# 1796736Firm CRD# 152072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Jasey Ross · YORK, PA
Registration
CRD #1796736 · PARENTEBEARD WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michelle Jasey Ross is a registered financial advisor based in YORK, Pennsylvania, affiliated with PARENTEBEARD WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARENTEBEARD WEALTH MANAGEMENT LLC
PARENTEBEARD WEALTH MANAGEMENT LLC
AUM
$768M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at PARENTEBEARD WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1796736
Firm CRD# 152072
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Jasey Ross offer?
Michelle Jasey Ross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YORK, Pennsylvania for a consultation.
What are Michelle Jasey Ross's credentials?
Michelle Jasey Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Jasey Ross located?
Michelle Jasey Ross is based in YORK, Pennsylvania, working with PARENTEBEARD WEALTH MANAGEMENT LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.
How does Michelle Jasey Ross charge for services?
Michelle Jasey Ross's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARENTEBEARD WEALTH MANAGEMENT LLC?
PARENTEBEARD WEALTH MANAGEMENT LLC has approximately 26 employees and manages $768M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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