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James Russell Ferrin

Captrust

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About James Russell Ferrin

James Russell Ferrin is an investment advisor representative with Captrust in Minnetonka, Minnesota. James has been in the industry for over 20 years. James has a Series 6 and Series 63 license. James specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. James has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

James Ferrin is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Ferrin’s Registration & Firm History

MN

04/26/2023 - Present

Captrust (Minnetonka MN)

MN

11/29/2002 - 05/28/2004

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

05/02/2001 - 11/29/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

01/09/2001 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

ME

10/17/1995 - 03/19/1997

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

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Licenses & Designations

BC

Issued 11/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Russell Ferrin.
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