Jeff K. Ross Financial Services - CLIENT UPDATE FORM

The path to your financial independence starts with a well thought-out plan.

WELCOME TO JEFF K. ROSS FINANCIAL - QUESTIONNAIRE

To ensure that we have the most accurate information about you, please take the time to fill out the client account form. (Note: You will need Adobe Acrobat Reader to open this file. If you do not have Adobe Acrobat Reader, please click here.)

Please click here to download the Questionnaire

Jeff K. Ross Financial
157 S. Kalamazoo Mall, Suite 300
Kalamazoo, MI 49007

This communication is strictly intended for individuals residing in the states of
AZ,CA,FL,HI,IA,IL,IN,MD,MI,MN,MT,NC,TX,UT,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network^®.
Member FINRA, SIPC, a Registered Investment Adviser.
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