Jon Ferguson, financial advisor Willits CA
93 score

Jon Ferguson

CRD Number: 4619256
Current Firm: Planmember Securities Corporation

Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jan 2014 - Current 4
Creative Marketing International Corp. Leawood, KS Feb 2008 - Current 10
Jon Ferguson (self Employed) Hopland, CA May 2003 - Current 14
Team Financial Networks, Teachers' Financial Services, Inc. Morro Bay, CA Apr 2003 - Current 15
First Imo Salt Lake City, UT Sep 2011 - May 2016 4
Hopland Fire Dept. Hopland, CA Feb 2011 - Dec 2015 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2006 - Dec 2013 7
Cambridge Investment Research, Inc. Fairfield, IA Mar 2006 - Dec 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Jon R. Ferguson
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,150
    MILLIONS
  • Total Number of Accounts
    57,400
    ACCOUNTS
  • Average Account Value
    $54,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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