John Ross, financial advisor Dewitt MI

John Ross

CRD Number: 7029879
Current Firm: Fifth Third Securities, Inc.

John Ross (CRD# 7029879) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dewitt, MI and has over 5 years of experience in the finance industry.

Similar Advisors
Larry Mengerink, financial advisor Dewitt MI
Larry A. Mengerink
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Richard Adams, financial advisor Dewitt MI
Richard G. Adams
CRD# 6489315
Cg Advisory Services
Similar Advisors
Matthew Addy, financial advisor Dewitt MI
Matthew D. Addy
CRD# 5739197
Mml Investors Services, LLC
Company Name Location Dates Years
Fifth Third Securities Dewitt, MI Oct 2022 - Current 1
Fifth Third Bank Dewitt, MI Aug 2022 - Current 1
Jpmorgan Chase Bank N.a. Lansing, MI Sep 2018 - Current 5
Jpmorgan Securities LLC Lansing, MI Sep 2018 - Current 5
Chase Okemos, MI Sep 2018 - Aug 2022 3
Huntington National Bank Lansing, MI Oct 2014 - Sep 2018 3
Huntington Bank Lansing, MI Oct 2014 - Sep 2018 3
Evolve East Lansing, MI Oct 2012 - Oct 2014 2
Evolve Tele Services Lansing, MI Jul 2011 - Oct 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Dec 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John Ross
Phone Number: 888-889-1025
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,983
    MILLIONS
  • Total Number of Accounts
    40,143
    ACCOUNTS
  • Average Account Value
    $198,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.