JR
John T. Ross
INTEGRATED FINANCIAL RESOURCES
TOLEDO, OH 43617
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CRD#: 1045479
JR
Professional summary
John Timothy Ross, CFP® is a registered financial advisor currently at INTEGRATED FINANCIAL RESOURCES, INC. located in Toledo, Ohio and CONCORDE ASSET MANAGEMENT, LLC located in Toledo, Ohio.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. John has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Integrated Financial Resources, Inc. Investment related. President and Investment Advisor. Registered Investment Advisory firm and DBA for securities related activities. Full time during trading hours. 2) University of Toledo Varsity T-Club, 2801 W. Bancroft, Toledo, OH, 43606. Not investment related. Member, supports student athletics. 1 hour per month. 3) Concorde Asset Management, Investment related, Investment Advisor Rep, TOLEDO OH. START DATE FEBRUARY 2012. INVESTMENT RELATED. INVESTMENT ADVISORY SERVICES. FULL TIME. 4) Concorde Insurance Agency; Investment related, TOLEDO, OH. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) Fellowship of Christian Athletes, Non Investment related, 7261 W Central Avenue, Ohio 43617, member, financial help/occasional preach, 1-5 hours/month during non trading hours, 1-5/month during trading hours. 6) JTR Management, Non Investment related, 7261 W Central Avenue, Ohio 43617, Office Building owner, Own office building where Integrated Financial operates. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Timothy Ross's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
February 24, 2000 - Present
INTEGRATED FINANCIAL RESOURCES, INC.
Office #1: 7261 W. Central Avenue, Toledo, OH 43617RIA
CRD#: 110864
TOLEDO, OH
Current
February 8, 2012 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 7261 W. Central Ave., Toledo, OH 43617RIA
CRD#: 140367
TOLEDO, OH
Current
February 3, 2012 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 7261 W. Central Ave., Toledo, OH 43617BD
CRD#: 151604
Toledo, OH
Past
September 19, 2007 - February 7, 2012
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
August 6, 2007 - February 6, 2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
TOLEDO, OH
Past
February 1, 2005 - August 16, 2007
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
TOLEDO, OH
Past
August 9, 2004 - December 31, 2005
QUESTAR CAPITAL CORPORATION
RIA
CRD#: 43100
TOLEDO, OH
Past
December 23, 1999 - August 8, 2007
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
TOLEDO, OH
Past
March 3, 1992 - December 22, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
August 8, 1985 - March 11, 1992
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
April 18, 1984 - June 11, 1984
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/6/2012)
RR
Arizona(2/3/2012)
IAR
Arizona(2/8/2019)
RR
Colorado(2/3/2012)
IAR
Colorado(3/27/2019)
RR
Florida(2/3/2012)
IAR
Florida(9/13/2019)
RR
Illinois(2/3/2012)
RR
Indiana(2/8/2012)
RR
Maryland(4/15/2019)
RR
Michigan(2/3/2012)
IAR
Michigan(11/7/2016)
RR
New York(2/3/2012)
RR
North Carolina(2/3/2012)
IAR
North Carolina(3/4/2021)
IAR
Ohio(2/24/2000)
RR
Ohio(2/3/2012)
RR
Texas(2/3/2012)
IAR
Texas(9/20/2021)
RR
Virginia(2/3/2012)
RR
Washington(2/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
Phone number
(248) 824-6710
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,207 |
| AUM (Assets Under Management) | $ 489,858,232 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367Toledo, OH 43617TRUST BUT VERIFY
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