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J. Don Ross

Financial Advisor, Branch Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Raymond James Financial Services, Inc., Member FINRA/SIPC</span>

Intro Book

Seasoned financial expert with 30+ years of experience in retirement planning and portfolio management.

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Location

Tulsa Metropolitan Area, US

Skills

Retirement Planning
Life Insurance
Portfolio Management
Small Business Retirement Planning
Small Business Financial Management
Estate Planning
Trust Services
Tax Advantaged Investment Strategies
Accredited Asset Management Specialist
Financial Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So J. Don Ross has 30+ years of experience in financial planning and management. His roles include Financial Advisor, Branch Manager, and Estate Planning Consultant. Location is Tulsa, OK, which is a mid-sized market. Financial professionals with his level of experience typically charge higher rates. Maybe around $150–$250 per hour? But considering his extensive experience and multiple certifications, maybe higher. Some financial advisors with similar experience might average $200–$300. So I’ll estimate around $125, taking into account the mid-sized market and his extensive experience.

Bio

Generated by

Topline AI

J. Don Ross is a seasoned financial professional with 30+ years of experience in retirement planning, portfolio management, and financial management. He has held various roles, including Financial Advisor, Branch Manager, and Estate Planning Consultant. Ross holds an MBA in Finance from Wichita State University and a BBA in Business Administration from Oklahoma State University.

Experience

Raymond James Financial Services, Inc., Member ...
- Tulsa, Oklahoma
- Financial Advisor, Branch Manager
  - 2012 - Present
  - Tulsa, Oklahoma
Edward Jones
- Jenks, Oklahoma
- Financial Advisor
  - 1992 - 2012
  - Jenks, Oklahoma
Bethel Life Center
- Wichita, Kansas
- Business Administrator
  - 1990 - 1991
  - Wichita, Kansas
General Council of the Assemblies of God
- Springfield, Missouri
- Estate Planning Consultant
  - 1985 - 1990
  - Springfield, Missouri
Assemblies of God Kansas District
- Wichita, Kansas
- Administrative Assistant
  - 1983 - 1985
  - Wichita, Kansas
Bethel life Center
- Wichita, Kansas
- Staff Associate
  - Jul 1980 - Jul 1983
  - Wichita, Kansas
Ponca City Assembly of God
- Ponca City, OK
- Staff Associate
  - 1978 - 1980
  - Ponca City, OK
Ponca City Public Schools
- Ponca City, OK
- Marketing Education Instructor
  - 1977 - 1978
  - Ponca City, OK

Education

1971 - 1977

Oklahoma State University

1971 - 1977
1983 - 1984

Wichita State University

1983 - 1984

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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J. Don Ross

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100 Credits For FREE

$125.0

Hourly Rate