Partner · Petra Financial Advisors Inc
Justin N. Ross
CRD 8004555 · Named on Form ADV at one SEC-registered adviser
At a glance
Petra Financial Advisors Inc, an SEC-registered wealth manager based in Colorado Springs, CO with $447 million in regulatory assets, lists Justin N. Ross on its Form ADV as Partner, a control person.
Firms and roles
- Petra Financial Advisors IncPartnerWealth manager · Colorado Springs, CO · $447M in regulatory assets
AtlasMembers
Justin’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Jonathan S. ForbesPresident/chairman, Petra Financial Advisors Inc
- Crystal F. KarstensChief Compliance Officer, Petra Financial Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.