Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 21 years of experience in the finance industry.
CRD# 2005535
Antonio Andrade, Cfp
CRD# 4712165
Edward Jones
CRD# 1453808
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ferguson Financial Incorporated | Willits, CA | Apr 2022 - Current | 2 |
Calvary Chapel Willits | Willits, CA | Jul 2020 - Current | 3 |
Planmember Securities Corporation | Carpinteria, CA | Jan 2014 - Current | 10 |
Creative Marketing International Corp. | Leawood, KS | Feb 2008 - Current | 16 |
Jon Ferguson (self Employed) | Hopland, CA | May 2003 - Current | 20 |
Team Financial Networks, Teachers' Financial Services, Inc. | Morro Bay, CA | Apr 2003 - Current | 21 |
First Imo | Salt Lake City, UT | Sep 2011 - May 2016 | 4 |
Hopland Fire Dept. | Hopland, CA | Feb 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2003 |
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
-
Total Assets Under Management8,276MILLIONS
-
Total Number of Accounts69,347ACCOUNTS
-
Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.