Robert Ross
Financial Advisor at Edward Jones
Based in Salt Lake City, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Salt Lake City
Industry
Financial Services
Company size
45K
Contact information
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r•••••••@edwardjones.com
Phone
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Background
About Robert Ross
The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I started my career at Edward Jones in November 2018, but consider myself a part of the Edward Jones family much longer since my father has worked at Edward Jones since 2001, so you could say I have been with the company since 2001. I graduated with a bachelor's degree from Penn State University in State College, PA in 2015. After graduating, I got a job working for Enterprise, and learned how to manage my own business. After working there for a few years, my father asked if I could help him run his business, so I left Enterprise and now work at Edward Jones. I hold a FINRA 7 registration, FINRA 66 registration, Life insurance agent license, and Health insurance agent license. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. During our initial visit, I will ask several questions and clarify them so that I can truly understand my clients' needs and goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. Outside of the office, I have a wife Iuliia and two daughters Alina and Glasha. I grew up in Green River, so our community has always been very important to me as well as my family. I truly understand how important it is to work with someone at the local level who is a member of the community and For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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