Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Ferguson is a financial advisor with over 20 years of experience in the industry. Jon currently works at Planmember Securities Corp., where Jon is a registered representative. Prior to joining Planmember Securities Corp., Jon worked at Cambridge Investment Research, Inc. and Legend Equities Corporation. Jon specializes in providing financial planning, investment supervisory services, pension consulting and portfolio management for individuals and businesses. Jon is a licensed insurance agent, in addition to being a registered representative. Jon is currently registered with the state of California and several other states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/08/2014 - Present
Planmember Securities Corp. (Willits CA)
CA
03/17/2006 - 12/31/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOPLAND CA)
CA
04/18/2003 - 03/30/2006
LEGEND EQUITIES CORPORATION (BAKERSFIELD CA)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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