Ross Norris

Advisor at Edward Jones

Updated today

Location

Wellington, KS 67152

Credentials

Series 66

Industry experience

7 years

About

Ross Norris is a Series 66 licensed financial advisor with Edward Jones in Wellington, KS, where he has worked since 2018. He has seven years of industry experience, including prior roles at Wal Mart Stores, Inc. and INTRUST Bank, NA. Outside of his advisory work, Norris serves as a supervising judge volunteer at the Sumner County Elections Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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

120 W Harvey Ave

Wellington, KS 67152

Most active in

Kansas · Texas

Work history

Edward Jones

2018 - Present (8 years)

Wal Mart Stores, Inc

2015 - 2018 (3 years)

INTRUST Bank, NA

2008 - 2018 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John B

Series 63

Wellington, KS

Buellesfeld Financial Services, Inc.

John Buellesfeld is the principal advisor at Buellesfeld Financial Services, Inc. in Wellington, Kansas. He holds a Series 63 designation and has 35 years of industry experience, having led his independent firm since 2002. Buellesfeld Financial Services provides discretionary portfolio management and financial consulting primarily for individual investors, including taxable and tax-advantaged accounts. The firm combines fundamental, technical, cyclical, and charting analysis to guide investment decisions, while also offering tax preparation, tax counseling, and insurance services.

Annuities
user avatar

Daniel Y

Series 63, Series 66

Wellington, KS

Edward Jones

Daniel Yo Nash is a financial advisor with Edward Jones in Wellington, Kansas, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Edward Jones since 2012. Nash serves on the Career & Technical Education Advisory Committee in Wellington, focusing on Entrepreneurship, Marketing, and Finance. Additionally, he owns a business selling sports cards and collectibles and operates Yo-Yo Enterprises, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jeri H

Series 66

Wellington, KS

Edward Jones

Jeri Hunt is a Series 66 licensed financial advisor with Edward Jones, based in Wellington, KS. She has a total of 19 years of industry experience, including 17 years at Valley State Bank before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

General estate planning guidance Multi-generational wealth transfer Military & Veterans Educators, Teachers, and Academics Professional Athlete
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