Sarah Ross, financial advisor Oxford OH
76 score

Sarah Ross

CRD Number: 5461639
Current Firm: J.p. Morgan Securities LLC

Sarah Ross (CRD# 5461639) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oxford, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Joshua Deeter, CFP® AIF®, financial advisor Oxford OH
Joshua D. Deeter, CFP® AIF®
CRD# 4569370
Deeter Advisory Group, LLC
Score
103
Similar Advisors
Timothy Grout, financial advisor Oxford OH
Timothy A. Grout
CRD# 5497552
Clear Perspectives Financial Planning, LLC
Score
103
Similar Advisors
Carol Hoffman, financial advisor Oxford OH
Carol A. Hoffman
CRD# 5497550
Clear Perspectives Financial Planning, LLC
Score
103
Company Name Location Dates Years
Younique, LLC Middletown, OH Sep 2015 - Current 1
J.p. Morgan Securities LLC Middletown, OH Oct 2012 - Current 4
Jpmorgan Chase Bank Na Middletown, OH Dec 2007 - Current 9
Chase Investment Services Corp Middletown, OH Dec 2007 - Oct 2012 4
Premier Designs Middletown, OH Mar 2009 - Dec 2009 < 1
Moose Lodge Middletown, OH Mar 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
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, 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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Sarah M. Ross
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Sarah Ross and other advisors.
BADGES
76

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.