Jennifer Nicole Ross
Investment adviser representative at Huffman & Ross Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$210MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Huffman & Ross Wealth Management LLCMay 2025 to now
- Equitable AdvisorsApr 2021 to May 2025
- TIAAFeb 2014 to Mar 2021
- TIAA-CREF Individual & Institutional Services, LLCJan 2014 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WV).
Huffman & Ross Wealth Management LLC
$210MAssets managed
412Clients
2Advisers
1 yearIn 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
- 5026217
- Firm CRD
- 334674