Patrick Terrence Ross
Investment adviser representative at Rossjohnson & Associates, LLC
31 yearsExperience
2 statesRegistered in
$211.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Rossjohnson & Associates, LLCJun 2018 to now
- GuardianMay 1999 to now
- The Guardian Life Insurance CompanyJul 1995 to now
- Park Avenue SecuritiesMay 1999 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Rossjohnson & Associates, LLC
$211.6MAssets managed
274Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387120
- Firm CRD
- 297583