Jason Bradley Ross
Investment adviser representative at Atwood Financial Planning LLC
13 yearsExperience
2 statesRegistered in
$15.8MFirm assets
5 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
13 years in the industry.
- Atwood Financial Planning LLCFeb 2019 to now
- Lori Atwood Financial Planning, LLCJan 2019 to now
- Xaxis (formerly 24/7 Media)Aug 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Atwood Financial Planning LLC
$15.8MAssets managed
939Clients
7Advisers
5 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
- 7060146
- Firm CRD
- 288941