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 Over 75%.
Reported ownership
Owns Over 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 Over 75%.
The Planner's Edge LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |