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Jeffrey David Ross

THE PLANNER'S EDGE LLC·MERCER ISLAND, Washington
Clean recordTHE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey David Ross is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with THE PLANNER'S EDGE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
THE PLANNER'S EDGE LLC
THE PLANNER'S EDGE LLC
AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THE PLANNER'S EDGE LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 735840
Firm CRD# 114616
View on FINRA BrokerCheck →

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05

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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