Unclaimed
Jonathan Ferebee is a financial advisor with over 12 years of experience in the industry. Jonathan is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since April 2022. Prior to joining Stifel, Jonathan was with VINING-SPARKS IBG, LLC and ICBA SECURITIES. Jonathan holds a Series 7, Series 24 and Series 63 license. Jonathan is a specialist in 1, 2, 3, 4, 5, 6, and 10.
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.
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.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (Germantown TN)
TN
07/28/2010 - 04/22/2022
VINING-SPARKS IBG, LLC (Germantown TN)
TN
08/24/2010 - 12/18/2019
ICBA SECURITIES (Germantown TN)
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Ferebee is the right advisor for you? Invested Better is here to help.