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Jeffrey David Ross

Managing Member And Chief Compliance OfficerThe Planner's Edge LLCCRD 735840

About Jeffrey David Ross

Jeffrey David Ross is listed as Managing Member And Chief Compliance Officer at The Planner's Edge LLC in Mercer Island, WA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of The Planner's Edge LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey David Ross work?

Jeffrey David Ross is listed as Managing Member And Chief Compliance Officer at The Planner's Edge LLC on SEC Form ADV.

How much of The Planner's Edge LLC does Jeffrey David Ross own?

Form ADV reports a beneficial ownership band of 50-75%.

The Planner's Edge LLC

TitleManaging Member And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2018
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