Jennifer Ross has been Managing Partner of Huffman & Ross Wealth Management since March 2021, is a control person of the firm and directly owns between 50% and 75% of it. Jennifer Ross holds a Bachelor of Science Degree in Business Administration from West Virginia University.
Huffman & Ross Wealth Management LLC is a Morgantown, WV firm with $210M under management, 412 clients and 2 advisers in one office, as of its June 2026 filing.
Jennifer Ross is Co-Founder of Huffman & Ross Wealth Management. Before forming the firm, she worked seven years at TIAA as a Wealth Management Advisor and spent 10 years at BB&T (Truist) in a similar role.
Jennifer Ross’ longest registration was 6 years at Advice and Planning Services (2014–2021). Before joining Huffman & Ross Wealth Management in 2025, Jennifer Ross was registered through Equitable Advisors, LLC and Advice and Planning Services.
- – present · 1 yearMorgantown, WV · Adviser representative · Firm CRD 334674
- Equitable Advisors, LLC– · 4 yearsMorgantown, WV · Adviser representative · Firm CRD 6627
- Advice and Planning Services– · 6 yearsMorgantown, WV · Adviser representative · Firm CRD 20472
- BB&T Investment Services, Inc.– · 6 yearsMorgantown, WV · Adviser representative · Firm CRD 33856
- BB&T Asset Management, Inc.– · under a yearMorgantown, WV · Adviser representative · Firm CRD 108443
Investment adviser representative registrations
Jennifer Ross is registered as an investment adviser representative in West Virginia, since May 2025.
- West VirginiaSince 2 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 March 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer Nicole Ross
- CRD
- 5026217
- Firm
- Huffman & Ross Wealth Management · CRD 334674
- Role
- Managing Partner
- Office
- 6220 MID ATLANTIC DR, Morgantown, WV 26508
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- huffmanross.com
Where does Jennifer Ross work?
Jennifer Ross has been Managing Partner of Huffman & Ross Wealth Management LLC since March 2021, and is a control person of the firm.
Is Jennifer Ross a financial advisor?
Yes. Jennifer Ross has a current investment-adviser registration in West Virginia, through Huffman & Ross Wealth Management since May 2025.
How many years of experience does Jennifer Ross have?
Jennifer Ross has 19 years in the financial industry, since November 2006, across 5 adviser firms.
What exams has Jennifer Ross passed?
Jennifer Ross has passed 4 licensing exams: the Series 65, Series 6, Series 63 and Series 7. The earliest, the Series 65, was passed in July 2005. FINRA credited Jennifer Ross with the SIE, which began in October 2018.
Where did Jennifer Ross work before Huffman & Ross Wealth Management?
Before Huffman & Ross Wealth Management, Jennifer Ross was registered through Advice and Planning Services, March 2014 to March 2021; BB&T Investment Services, Inc., February 2006 to January 2013; BB&T Asset Management, Inc., August 2005 to February 2006.
Where is Jennifer Ross based?
Jennifer Ross’ registered office is in Morgantown, WV.
Is Jennifer Ross registered with FINRA?
No. Jennifer Ross has no current broker registration.
How can I verify Jennifer Ross’ record?
Search CRD 5026217 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Ross’ full registration record.
