Jeffrey Ross has been Managing Member and Chief Compliance Officer of The Planner's Edge since January 2018, is a control person of the firm and directly owns 75% or more of it. Jeffrey Ross studied at Claremont Men's College and the University of Michigan Law School.
The Planner'S Edge LLC is a Mercer Island, WA firm with $179M under management, 213 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Jeffrey Ross is Founder and Advisor of The Planner's Edge, which he established in 1981. He is a Certified Financial Planner and has helped individuals and families make financial and investment decisions for more than forty years.
- The Planner'S Edge LLCCurrent– present · 15 yearsMercer Island, WA · Adviser representative · Firm CRD 114616
Professional designations
Listed by The Planner's Edge
- CFP
Investment adviser representative registrations
Jeffrey Ross is registered as an investment adviser representative in Washington, since August 2011.
- WashingtonSince 4 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 26 March 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 January 1985 |
| Series 7 | General Securities Representative Examination | 20 June 1981 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey David Ross
- CRD
- 735840
- Firm
- The Planner's Edge · CRD 114616
- Role
- Managing Member and Chief Compliance Officer
- Office
- 2737 - 78TH AVE SE, #103, Mercer Island, WA 98040
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplannersedge.com
Where does Jeffrey Ross work?
Jeffrey Ross has been Managing Member and Chief Compliance Officer of The Planner'S Edge LLC since January 2018, and is a control person of the firm.
Is Jeffrey Ross a financial advisor?
Yes. Jeffrey Ross has a current investment-adviser registration in Washington, through The Planner's Edge since August 2011.
How many years of experience does Jeffrey Ross have?
Jeffrey Ross has 15 years in the financial industry, since August 2011, across 1 adviser firm.
What exams has Jeffrey Ross passed?
Jeffrey Ross has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in June 1981.
Where is Jeffrey Ross based?
Jeffrey Ross’ registered office is in Mercer Island, WA.
Is Jeffrey Ross registered with FINRA?
No. Jeffrey Ross has no current broker registration.
Is Jeffrey Ross a CFP?
The Planner's Edge lists Jeffrey Ross with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: Jeffrey Ross, J.D., CFP biography, theplannersedge.com
How can I verify Jeffrey Ross’ record?
Search CRD 735840 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Ross’ full registration record.
