Daniel RossCRD Number: 5297749
Current Firm: Edward Jones
Daniel Ross (CRD# 5297749) is an Investment Advisor Representative working at Edward Jones in Virginia Beach, VA and has over 9 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Edward Jones||St Louis, MO||Jan 2010 - Current||7|
|Park Ave Securities||Norfolk, VA||Jul 2007 - Jan 2010||2|
|Guardian Life Ins Co Of America||Norfolk, VA||Mar 2007 - Jul 2007||< 1|
|Nvng Inc.||Norfolk, VA||Nov 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
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)