Theresa
Ferguson

Edward Jones

CRD#5923960
Investment Advisor
in Tempe, AZ

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About this Advisor

Theresa Ferguson is a financial advisor whose office is in Tempe, Arizona. Currently a registered investment advisor at Edward Jones, they have gathered 14 years of professional experience as a financial advisor. Ferguson holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Ferguson is able to work with clients based out of Arizona. The advisor has gained experience at Carolyn Pace Md, Getdotcommed LLC and Edward Jones. Edward Jones is located in Tempe, Arizona, and has 13,586 other brick-and-mortar locations throughout the nation. In aggregate, Edward Jones manages $329 billion in assets throughout 3,047,151 accounts and retains more than 23,408 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

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, Others

Disclosures

No

Office Location

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

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

Theresa Ferguson Work History

Theresa has 15 years of experience.

2011 - Present (9 years)

Edward Jones

2005 - Present (15 years)

Getdotcommed LLC

2009 - 2011 (2 years)

Carolyn Pace Md

Disclosures

Theresa Ferguson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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