Jennifer Ferguson, financial advisor Lake Mary FL
86 score

Jennifer Ferguson

CRD 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 18 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.

Similar Advisors
Mark Hopler, financial advisor Lake Mary FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Lake Mary FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Lake Mary FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Professional Designations
Company Name Location Dates Years
: 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 7
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
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: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jennifer Ferguson and other advisors.
BADGES
86

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.