Maison Phillip Ross
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2024 to now
- Raymond James Financial Services, Inc.Apr 2023 to now
- Wentz Financial GroupApr 2023 to now
- The Ohio State UniversityAug 2022 to Apr 2023
- The Goodyear Tire and Rubber CompanyMay 2022 to Aug 2022
- The Ohio State UniversityAug 2021 to May 2022
- Panini's Bar and GrillMay 2021 to Aug 2021
- The Ohio State UniversityAug 2020 to May 2021
- Cbryant ConstructionMay 2018 to Aug 2020
- Walsh Jesuit High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7724212
- Firm CRD
- 149018