Jennifer FergusonCRD Number: 2982612
Current Firm: Raymond James Financial Services Advisors, Inc.
Jennifer Ferguson (CRD# 2982612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Mary, FL and has over 19 years of experience in the finance industry. Jennifer Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|: Azimuth Partners Iii, LLC||Lake Mary, FL||Jun 2015 - Current||1|
|Azmuth Partners I, LLC||Lake Mary, FL||Jun 2015 - Current||1|
|Azimuth Partners Ii, LLC||Lake Mary, FL||Jun 2015 - Current||1|
|Symphony Financial Team||Lake Mary, FL||Jul 2013 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Lake Mary, FL||Jan 2009 - Current||8|
|Trustee||Port Orange, FL||Dec 2007 - Current||9|
|Raymond James Financial Services, Inc.||Lake Mary, FL||Oct 2002 - Current||14|
|Prestigious Oaks LLC||Port Orange, FL||Oct 2002 - Current||14|
|Formation Of Corporate In Independent Financial Pl||Port Orange, FL||Oct 2002 - Current||14|
|Rotary Board||Port Orange, FL||Jul 2005 - Jul 2010||5|
|Insurance Non-variable||Port Orange, FL||May 2009 - Feb 2010||< 1|
|Development Board For The Community Based Care||Daytona Beach, FL||Jul 2006 - Feb 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV
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