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JR

John J. Ross

FIDUS SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 2419176
JR

Professional summary


John Joseph Ross II, who also goes by II John Joseph Ross, John Joseph Ross Ii, is a registered financial professional currently at FIDUS SECURITIES, LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1996. John has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ii John Joseph Ross | John Joseph Ross Ii

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Joseph Ross II'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®
None

Experience


Current

February 22, 2005 - Present

FIDUS SECURITIES, LLC

Office #1: 1140 Avenue Of The Americas 21st Floor, New York, NY 10036
BD
CRD#: 132882
New York, NY
Past

January 20, 2005 - March 9, 2005

SP SECURITIES LLC

BD
CRD#: 130560
HOUSTON, TX
Past

October 1, 1999 - August 20, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 1, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

April 30, 1998 - February 1, 1999

BOWLES HOLLOWELL CONNER & CO.

BD
CRD#: 17511
CHARLOTTE, NC
Past

April 3, 1996 - April 30, 1998

BOWLES HOLLOWELL CONNER & CO.

BD
CRD#: 10072
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(8/5/2019)
RR
California
(6/29/2007)
RR
Colorado
(8/24/2015)
RR
Connecticut
(10/20/2006)
RR
Florida
(3/3/2005)
RR
Georgia
(4/13/2006)
RR
Illinois
(9/28/2009)
RR
Massachusetts
(9/28/2009)
RR
Missouri
(9/28/2009)
RR
Nevada
(9/28/2009)
RR
New Hampshire
(10/1/2025)
RR
New Jersey
(6/5/2006)
RR
New York
(3/7/2005)
RR
North Carolina
(3/2/2005)
RR
Oklahoma
(2/3/2021)
RR
Oregon
(10/23/2006)
RR
Pennsylvania
(9/28/2009)
RR
Texas
(10/23/2006)
RR
Virginia
(5/27/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FS
FIDUS SECURITIES, LLC
FIDUS PARTNERS, LLC | FIDUS SECURITIES, LLC

CRD#: 132882 / SEC#: , 8-66656

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
4201 Congress Street Suite 250, Charlotte, NC 28209
Mailing Address
4201 Congress Street Suite 250, Charlotte, NC 28209
Phone number
(704) 334-2222
Established
Delaware since 08/05/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FIDUS PARTNERS, LLCMEMBER
CLARK, PATRICK CANNONCHIEF COMPLIANCE OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5935896
GRIGG, JOHN HUMPHREYREGISTERED PRINCIPAL1740900
ROSS, JOHN JOSEPH IIREGISTERED PRINCIPAL2419176

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDUS SECURITIES, LLC

CRD#: 132882New York, NY 10036

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