Unclaimed Profile

Michelle Jasey Ross

PARENTEBEARD WEALTH MANAGEMENT LLC·YORK, Pennsylvania

SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 63, Series 65, Series 79TO, Series 99TOClean record21 years registeredPARENTEBEARD 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 · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARENTEBEARD WEALTH MANAGEMENT LLC

PARENTEBEARD WEALTH MANAGEMENT LLC

Feb 2010 – Feb 2015

YORK, PA

HORNOR, TOWNSEND & KENT, INC.

Apr 2005 – Apr 2008

HORSHAM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 26

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · April 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

PARENTEBEARD WEALTH MANAGEMENT LLC

CRD 152072 · SEC 801-70783

AUM

$768M

Regulatory assets under management

Employees

646 client accounts

Services offered by PARENTEBEARD WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARENTEBEARD WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Jasey Ross offer?

Michelle Jasey Ross specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with PARENTEBEARD WEALTH MANAGEMENT LLC.

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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