Gary
Ferguson

John Moore & Associates Inc

CRD#6214796
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Gary Ferguson is a financial advisor based in Scottsdale, Arizona, working with John Moore & Associates Inc. Gary has previously held positions at The Vanguard Group, Inc, Geneos Wealth Management Inc, Generational Wealth Planning, Generational Portfolio Design, LLC, Simplicity Group, Simplicity Wealth, Arizona Christian University, and John Moore & Associates. Gary has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Gary is part of John Moore & Associates Inc, which operates out of Scottsdale, Arizona. The firm has 1 office and 12 employees. The firm manages assets totaling $758.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at John Moore & Associates Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14500 N Northsight Blvd
Scottsdale, AZ 85260

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John Moore & Associates Inc Brokerage Details

Total Assets Under Management

$758,200,188

AZ Average: $3,612,835,751
Total Number of Employees

12

AZ Average: 18
Total Number of Accounts

2,212

AZ Average: 517
Average Account Size

$342,767

AZ Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gary Ferguson Work History

2024 - Present (0 year)

John Moore & Associates

2023 - Present (1 year)

John Moore & Associates

2023 - 2023 (< 1 year)

Simplicity Group

2023 - 2023 (< 1 year)

Simplicity Wealth

2022 - 2023 (1 year)

Generational Portfolio Design, LLC

2022 - 2023 (1 year)

Arizona Christian University

2021 - 2023 (2 years)

Geneos Wealth Management Inc

2021 - 2023 (2 years)

Generational Wealth Planning

2013 - 2021 (8 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Gary Ferguson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Moore & Associates Inc

Brian Cochran
Albuquerque, NM
Gary Ferguson
Scottsdale, AZ
John Onesti
Albuquerque, NM
Cole Leonida
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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