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About this Advisor
Theresa Ferguson is an investment advisor who is based out of Tempe, Arizona. Currently a registered financial advisor at Edward Jones, Ferguson has 13 years of work experience as a financial advisor. Ferguson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Ferguson is able to act as a financial advisor in Arizona. Throughout their career, Ferguson has worked at Carolyn Pace Md, Getdotcommed LLC and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 brick-and-mortar locations throughout the nation. In aggregate, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $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
Years of Experience
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Edward Jones Brokerage Details
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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 13 years of experience.
Carolyn Pace Md
Theresa Ferguson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO