Jeffrey Ferry, financial advisor Ewing NJ

Jeffrey Ferry

CRD Number: 4307520
Current Firm: Prudential Financial Planning Services

Jeffrey Ferry (CRD# 4307520) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ewing, NJ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Lawrenceville, NJ Nov 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Jeffrey J. Ferry
Phone Number: 800-235-7637
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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