Justin RossCRD Number: 6033849
Current Firm: J.p. Morgan Securities LLC
Justin Ross (CRD# 6033849) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 4 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Context Financial LLC
Lpl Financial LLC
|Five Star Senior Living Lafayette Place||Lexington, KY||Aug 2015 - Current||1|
|Enterprise Rental Car||Lexington, KY||Aug 2015 - Current||1|
|J.p. Morgan Securities LLC||Lexington, KY||Sep 2013 - Current||3|
|Fifth Third Securities||Lexington, KY||Jan 2012 - Aug 2013||1|
|Fifth Third Bank||Lexington, KY||May 2008 - Aug 2013||5|
|West Liquor||Lexington, KY||Oct 2011 - Jan 2012||< 1|
|Home Depot||Lexington, KY||Jun 2011 - Sep 2011||< 1|
|Meijer||Lexington, KY||Feb 2008 - Jun 2011||3|
|Lowe's||Lexington, KY||May 2000 - Feb 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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