JAMES LESTER ROSS II is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-01-07 | present | Yes |
| LANCASTER POLLARD INVESTMENT ADVISORY GROUP | 2014-01-28 | 2015-12-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-05-18 | 2013-08-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-11-23 | 2012-05-18 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-11-24 | — |
| MORGAN STANLEY & CO. LLC | 2008-12-10 | 2009-06-01 | — |