Jacob
Ferry

Mariner Independent

CRD#7541338
Investment Advisor
in Thousand Oaks, CA

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31194 La Baya Drive #206
Thousand Oaks, CA 91362

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

CA Average: $2,243,162,756
Total Number of Employees

102

CA Average: 44
Total Number of Accounts

8,802

CA Average: 4,091
Average Account Size

$493,709

CA Average: $548,316

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

2023 - Present (1 year)

Total Wealth Services

2023 - Present (1 year)

Mariner Platform Solutions

2022 - 2023 (1 year)

American General Life Insurance

2022 - 2023 (1 year)

Aig Capital Services, Inc

2019 - 2020 (1 year)

Hy-Max Construction

2018 - 2019 (1 year)

Tim Schneider Construction

2017 - 2017 (< 1 year)

Epic Studios

2014 - 2014 (< 1 year)

Fpk Security

2014 - 2017 (3 years)

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

Kristen Caseley
Brookline, MA
Jorge Soriano
Los Angeles, CA
Kevin Barlow
Newport Beach, CA
Anthony Ferraiolo
Florham Park, NJ
Ian Murray
Ramsey, NJ
Rachel Vega
Los Angeles, CA
Stephen Mazer
Annapolis, MD
Christian Hutchins
Palos Verdes Peninsula, 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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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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