Keith RossCRD Number: 6262860
Current Firm: Edward Jones
Keith Ross (CRD# 6262860) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Edward Jones||St Louis, MO||Nov 2013 - Current||4|
|Sfe Insights||Fort Lauderdale, FL||Jan 2012 - Oct 2013||1|
|Hayes Locums||Fort Lauderdale, FL||Feb 2013 - Mar 2013||< 1|
|Sunovion Pharmaceuticals||Marlborough, MA||Dec 2004 - Dec 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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