Jacob
Ferry
Mariner Independent
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About this Advisor
Jacob Ferry is a financial advisor based in Thousand Oaks, California, working with Mariner Independent. Jacob has previously held positions at Fpk Security, University Of Arizona, Epic Studios, Tim Schneider Construction, Hy-Max Construction, American General Life Insurance, Aig Capital Services, Inc, Total Wealth Services, and Mariner Platform Solutions. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jacob is part of Mariner Independent, which operates out of Thousand Oaks, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jacob Ferry Work History
Total Wealth Services
Mariner Platform Solutions
American General Life Insurance
Aig Capital Services, Inc
Hy-Max Construction
Tim Schneider Construction
Epic Studios
Fpk Security
University Of Arizona
Disclosures
Please visit the SEC profile of Jacob Ferry 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 Mariner Independent
Ramsey, NJ
Manhattan Beach, CA
Thousand Oaks, CA
Brookline, MA
Warrenton, VA
Palos Verdes Peninsula, CA
Newport Beach, CA
Los Angeles, CA
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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