Jeffrey Ross
Main Street Investment Advisors · Northbrook, Illinois
Jeffrey Ross is a fee-only financial advisor at Main Street Investment Advisors in Northbrook, Illinois. Main Street Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Main Street Investment Advisors |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 144 accounts |
| SEC registration | Investment adviser representative in IL · CRD 405086 |
| Exams passed | Series 63 (1979) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mainstinvest.com |
How Jeffrey's firm compares
- Main Street Investment Advisors's average account is about $1.7 million, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Jeffrey
Is Jeffrey Ross a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Main Street Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Main Street Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Ross based?
Jeffrey Ross is based in Northbrook, Illinois.
Is Jeffrey Ross registered with the SEC?
Yes. Jeffrey Ross is registered as an investment adviser representative in IL (CRD 405086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Investment Advisors manage?
Main Street Investment Advisors reports $250.3M across 144 accounts in assets under management.
How do I contact Jeffrey Ross?
Through Jeffrey's website, www.mainstinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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