Jennifer Ross
Jennifer Ross is a registered investment advisor at Huffman & Ross Wealth Management LLC, based in Morgantown, WV, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 412 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
6220 Mid Atlantic Dr, Morgantown, WV, 26508
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is an independent agent selling and servicing fixed insurance products. She also operates under the DBA Huffman & Ross Wealth Management and works as an adjunct professor at WVU Business School, dedicating about a quarter of her time to teaching.
Employment History
Current Registrations
Huffman & Ross Wealth Management LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.