Jon Ferguson (CRD# 4619256) is an Investment Advisor Representative working at Planmember Securities Corporation in Willits, CA and has over 21 years of experience in the finance industry.
CRD# 2005535
Antonio Andrade, Cfp
CRD# 4712165
Edward Jones
CRD# 1453808
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ferguson Financial Incorporated | Willits, CA | Apr 2022 - Current | 2 |
| Calvary Chapel Willits | Willits, CA | Jul 2020 - Current | 3 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2014 - Current | 10 |
| Creative Marketing International Corp. | Leawood, KS | Feb 2008 - Current | 16 |
| Jon Ferguson (self Employed) | Hopland, CA | May 2003 - Current | 20 |
| Team Financial Networks, Teachers' Financial Services, Inc. | Morro Bay, CA | Apr 2003 - Current | 21 |
| First Imo | Salt Lake City, UT | Sep 2011 - May 2016 | 4 |
| Hopland Fire Dept. | Hopland, CA | Feb 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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