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Managing Member and Chief Compliance Officer · The Planner's Edge LLC

Jeffrey D. Ross

CRD 735840 · Named on Form ADV at one SEC-registered adviser

At a glance

The Planner's Edge LLC, an SEC-registered wealth manager based in Mercer Island, WA with $179 million in regulatory assets, lists Jeffrey D. Ross on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • The Planner's Edge LLCManaging Member and Chief Compliance OfficerWealth manager · Mercer Island, WA · $179M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.