Jesse Ross, financial advisor Richmond VA

Jesse Ross

CRD Number: 7066334
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jesse Ross (CRD# 7066334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Richmond, VA Mar 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond, VA Jan 2019 - Current 4
Clementine Porcelain Inc. Omaha, NE Aug 2012 - Dec 2018 6
Metropolitan Community College Omaha, NE Jan 2009 - Sep 2018 9
Union For Contemporary Art Omaha, NE Jan 2017 - Aug 2018 1
Midland University Fremont, NE Jan 2009 - Jan 2018 9
University Of Nebraska - Lincoln Lincoln, NE Aug 2008 - Dec 2017 9
University Of Nebraska - Omaha Omaha, NE Aug 2008 - Dec 2017 9
Creighton University Omaha, NE May 2009 - Feb 2017 7
!achieve Success Tutoring Omaha, NE Jan 2014 - Jan 2015 1
Iowa Western Community College Council Bluffs, IA Jan 2010 - Aug 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Jesse Ross
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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