professional profile
Jeffrey David Ross, CFP
Overview
Jeffrey David Ross is an insurance agent and an investment adviser representative based in Mercer Island, WA, with 41 years in the industry.
- Years in the industry
- 41
- States licensed
- 1
- States registered
- 1
- Carrier appointments
- 10
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
2 lines of authority, with every state and its dates
Firms
- The Planner's Edge LLCCurrent firm
Employment history since 2011
Carriers
10 active carrier appointments
Book and practice
Firm assets under management on file
request a demo
See what we have on Jeffrey
We'll walk you through the full profile and how to find more people like Jeffrey.