Jonathan Ross
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Scottsville, KY 42164
Credentials
Series 63, Series 66
Industry experience
20 years
About
Jonathan Ross is a financial advisor with Edward Jones in Scottsville, KY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Ross serves as a board member of the Glasgow Golf & Country Club, participating in monthly operational and budgetary decisions. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
107 B East Public Square
Scottsville, KY 42164
Most active in
Jonathan R has reported serving >5 clients in these states in the last 12 months.
Kentucky
Work history
Edward Jones
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 66
Scottsville, KY
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Wendell Bunch is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at Fifth Third Bank and CUNA Brokerage Services, among others. Wendell is also associated with Abound Credit Union. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a comprehensive advisory platform.
Timothy R
Series 63
Alvaton, KY
LPL Financial
Timothy Risher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades before joining LPL Financial in 2020. Outside of his advisory work, he co-owns a farm in Scottsville, Kentucky, where hay is raised. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.
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