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Jeffrey David Ross

THE PLANNER'S EDGE LLC·MERCER ISLAND, Washington
Series 7, Series 24, Series 63Clean record15 years registeredTHE PLANNER'S EDGE LLC
2737 78TH AVENUE SE, MERCER ISLAND, WA 98040CRD# 735840Firm CRD# 114616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Ross · MERCER ISLAND, WA
Registration
CRD #735840 · THE PLANNER'S EDGE LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

THE PLANNER'S EDGE LLC
Aug 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · August 4, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PLANNER'S EDGE LLC
CRD 114616 · SEC 801-120913
AUM
$142M
Regulatory assets under management
Employees
2
495 client accounts
Services offered by THE PLANNER'S EDGE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PLANNER'S EDGE LLC →
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Frequently Asked Questions

What services does Jeffrey David Ross offer?
Jeffrey David Ross specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Jeffrey David Ross's credentials?
Jeffrey David Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Ross located?
Jeffrey David Ross is based in MERCER ISLAND, Washington, working with THE PLANNER'S EDGE LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Jeffrey David Ross charge for services?
Jeffrey David 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 THE PLANNER'S EDGE LLC?
THE PLANNER'S EDGE LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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