Joseph Ferree, financial advisor Palm Springs CA

Joseph Ferree

CRD Number: 1173801
Current Firm: Sequoia Wealth, LLC

Joseph Ferree (CRD# 1173801) is an Investment Advisor Representative working at Sequoia Wealth, LLC in Palm Springs, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Sequoia Wealth, LLC Palm Springs, CA Dec 2013 - Current 8
Nesteggg Investment Advisors, LLC Palm Springs, CA Jun 2013 - Dec 2013 < 1
Body2body LLC Palm Beach Gardens, FL Oct 2010 - Dec 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Joseph C. Ferree
Phone Number: 760-282-8015
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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