Jeffrey
Ferraris
Cuso Financial Services, L.P
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About this Advisor
Jeffrey Ferraris is a financial advisor operating in Austin, Texas who has 8 years of industry experience. Ferraris works at Cuso Financial Services, L.P. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Cuso Financial Services, Lp and University Federal Credit Union. Ferraris maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Cuso Financial Services, L.P is a financial advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets under management across its 25,992 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. Cuso Financial Services, L.P has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are offered. Fee types billed by Cuso Financial Services, L.P can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Ferraris Work History
Jeffrey has been registered as a financial advisor for 8 years.*
University Federal Credit Union
Cuso Financial Services, Lp
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Ferraris 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 Cuso Financial Services, L.P
Los Angeles, CA
San Diego, CA
Riverside, CA
San Diego, CA
Downingtown, PA
Quincy, MA
Honolulu, HI
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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