Yosef Ferris, financial advisor Saint Louis MO

Yosef Ferris

CRD Number: 5781314
Current Firm: Summer Fields Investments, LLC

Yosef Ferris (CRD# 5781314) is an Investment Advisor Representative working at Summer Fields Investments, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Summer Fields Investments LLC Los Angeles, CA Apr 2014 - Current 9
Yeshiva Rav Isacsohn Torath Emeth Academy Los Angeles, CA Feb 2011 - Jul 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Yosef Y. Ferris
Phone Number: 323-843-5573
Registered State(s):
  • CA
  • MO
  • NY
Current Firm Details
Summer Fields Investments, LLC
Firm's CRD Number: 169250
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $114,028
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MO, NY

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