Jon Ferguson, financial advisor Hopland CA
93 score

Jon Ferguson

CRD Number: 4619256
Current Firm: Planmember Securities Corporation

Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Hopland, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jan 2014 - Current 2
First Imo Salt Lake City, UT Sep 2011 - Current 5
Creative Marketing International Corp. Leawood, KS Feb 2008 - Current 8
Jon Ferguson (self Employed) Hopland, CA May 2003 - Current 13
Team Financial Networks, Teachers' Financial Services, Inc. Morro Bay, CA Apr 2003 - Current 13
Hopland Fire Dept. Hopland, CA Feb 2011 - Dec 2015 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2006 - Dec 2013 7
Cambridge Investment Research, Inc. Fairfield, IA Mar 2006 - Dec 2013 7
Cambridge Retirement Advisors Fairfield, IA Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Jon R. Ferguson
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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