Jeffrey David Ross appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey David Ross appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-04-14 | Form ADV | THE PLANNER'S EDGE LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | MERCER ISLAND, WA |