Advisor at Huffman & Ross Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Huffman & Ross Wealth Management LLC
Location
Morgantown, WV 26508
Credentials
Series 63, Series 65
Industry experience
23 years
Jon Huffman is a financial advisor at Huffman & Ross Wealth Management LLC in Morgantown, WV, with 23 years of industry experience. He previously worked at Equitable Advisors and TIAA-CREF. Outside of his advisory role, Huffman is part owner of a real estate company and a farm, though his involvement is limited and not client-related. Huffman & Ross Wealth Management serves individual and business clients with portfolio management and financial planning, employing a blend of fundamental analysis, modern portfolio theory, and quantitative methods. The firm manages a large client base relative to its staff and offers advice across a diverse range of investment products, including insurance and annuities.
Based on Huffman & Ross Wealth Management LLC
Based on Huffman & Ross Wealth Management LLC
Financial planning fixed fees negotiated between $0 and $10,000
1.00% annually
6220 Mid Atlantic Dr
Morgantown, WV 26508
West Virginia
Huffman & Ross Wealth Management
2025 - Present (1 year)
Equitable Advisors
2021 - 2025 (4 years)
Tiaa
2013 - 2021 (8 years)
TIAA-CREF
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Morgantown, WV
Huffman & Ross Wealth Management LLC
CFP®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
Series 63, Series 66
Fairmont, WV
Alden investment Group
Series 63, Series 65
Morgantown, WV
Wesbanco Securities, Inc.
Series 66
Morgantown, WV
Primerica Advisors
Series 63, Series 65
Morgantown, WV
United Brokerage Services, INC
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