Jennifer Ferguson, financial advisor Lake Mary FL
86 score

Jennifer Ferguson

CRD Number: 2982612
Current Firm: Symphony Financial Team

Jennifer Ferguson (CRD# 2982612) is an Investment Advisor Representative working at Symphony Financial Team in Lake Mary, FL and has over 20 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.

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Professional Designations
Company Name Location Dates Years
Symphony Financial Team Lake Mary, FL Jun 2017 - Current < 1
Azmuth Partners I, LLC Lake Mary, FL Jun 2015 - Current 2
Azimuth Partners Ii, LLC Lake Mary, FL Jun 2015 - Current 2
Azimuth Partners Iii, LLC Lake Mary, FL Jun 2015 - Current 2
Raymond James Financial Services Advisors, Inc. Lake Mary, FL Jan 2009 - Current 9
Raymond James Financial Services, Inc. Lake Mary, FL Oct 2002 - Current 15
Symphony Financial Team Lake Mary, FL Jul 2013 - Jun 2017 3
Prestigious Oaks LLC Port Orange, FL Oct 2002 - Jul 2012 9
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer M. Ferguson
Phone Number: 407-792-5576
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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