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Managing Partner and Chief Compliance Officer · Huffman & Ross Wealth Management LLC

Jon E. Huffman

CRD 4505697 · Named on Form ADV at one SEC-registered adviser

At a glance

Huffman & Ross Wealth Management LLC, an SEC-registered wealth manager based in Morgantown, WV with $210 million in regulatory assets, lists Jon E. Huffman on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jon’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 Jon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.