Jerrod
Ferguson
Vance Wealth
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About this Advisor
Jerrod Ferguson is a financial advisor based in Santa Clarita, California, working with Vance Wealth. Jerrod has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, and Vance Wealth, Inc. Jerrod has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jerrod is part of Vance Wealth, which operates out of Santa Clarita, California. The firm has 2 offices and 18 employees. The firm manages assets totaling $670.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Vance Wealth includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vance Wealth Brokerage Details
$670,810,625
18
1,345
$498,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jerrod Ferguson Work History
Vance Wealth, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Disclosures
Please visit the SEC profile of Jerrod 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 Vance Wealth
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
Santa Clarita, CA
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