Ashley Ross
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJul 2022 to now
- Fidelity InvestmentsJun 2021 to Jul 2022
- Kim Coolbroth Insurance AgencyFeb 2020 to May 2021
- Wells Fargo Bank NAJan 2018 to Jan 2020
- Wells Fargo Clearing Services, LLC.Jan 2018 to Jan 2020
- Bankers Life SecuritiesSep 2017 to Dec 2017
- Bankers Life and CasualtyAug 2017 to Dec 2017
- Edward JonesOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6587369
- Firm CRD
- 250