John Ferneau, financial advisor Denver CO

John Ferneau

CRD Number: 6136562
Current Firm: Kingswood Wealth Advisors, LLC

John Ferneau (CRD# 6136562) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Denver, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Kingswood Capital Partners, LLC Denver, CO May 2023 - Current < 1
Kingswood Wealth Advisors LLC Stockbridge, GA Jan 2022 - Current 2
Benchmark Investments, LLC New York, NY Aug 2021 - May 2023 1
Benchmark Advisory Services, LLC New York, NY Aug 2021 - Jan 2022 < 1
Bfc Planning, Inc. Denver, CO Oct 2013 - Aug 2021 7
Berthel Fisher & Company Financial Services, Inc. Denver, CO Feb 2013 - Aug 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for John J. Ferneau
Phone Number: 800-535-6981
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    2,720
    ACCOUNTS
  • Average Account Value
    $356,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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