JR
Jason B. Ross
ATWOOD FINANCIAL PLANNING LLC
Cranford, NJ
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CRD#: 7060146
JR
Professional summary
Jason Bradley Ross, who also goes by Jason Ross, is a registered financial advisor currently at ATWOOD FINANCIAL PLANNING LLC located in Cranford, New Jersey.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Ross
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.
Xaxis, NON-INVESTMENT RELATED. 140 East 45th Street, 12th Floor, New York, NY 10017. Manager of Financial Analysis and Business Intelligence. From August 2013 to Present. Works 40 hours per week. Jason will work full-time at Xaxis and take financial planning clients in the evenings and weekends.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Bradley 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®
NoneExperience
Current
January 15, 2019 - Present
ATWOOD FINANCIAL PLANNING LLC
RIA
CRD#: 288941
Cranford, NJ
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".
AF
ATWOOD FINANCIAL PLANNING LLC
ATWOOD FINANCIAL PLANNING | LORI ATWOOD FINANCIAL PLANNING, LLC | GULIN, LORI ATWOOD | FEARLESS FINANCE | ATWOOD FINANCIAL PLANNING LLC
CRD#: 288941 / SEC#: 801-122029
RIA
Registered Investment Advisory firm - (8/6/2021 Approved)California
Registered Investment Advisory firm - (9/8/2021 Terminated)Colorado
Registered Investment Advisory firm - (8/11/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/9/2021 Terminated)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)Maryland
Registered Investment Advisory firm - (8/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Ohio
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Virginia
Registered Investment Advisory firm - (8/6/2021 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.Highlighted states indicate IAR registrations
IAR
New Jersey(2/7/2019)
IAR
Texas(2/20/2025)
Current Firm
AF
ATWOOD FINANCIAL PLANNING LLC
ATWOOD FINANCIAL PLANNING | LORI ATWOOD FINANCIAL PLANNING, LLC | GULIN, LORI ATWOOD | FEARLESS FINANCE | ATWOOD FINANCIAL PLANNING LLC
CRD#: 288941 / SEC#: 801-122029
RIA
Registered Investment Advisory firm - (8/6/2021 Approved)California
Registered Investment Advisory firm - (9/8/2021 Terminated)Colorado
Registered Investment Advisory firm - (8/11/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/9/2021 Terminated)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)Maryland
Registered Investment Advisory firm - (8/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Ohio
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Virginia
Registered Investment Advisory firm - (8/6/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(202) 964-3599
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (23 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
