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Current Employers
Cornerstone Securities Llc

6710 W 121St St Suite 200, Overland Park, KS 66209 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-07
TX RA APPROVED 2025-03-05
CA RA APPROVED 2025-03-04
  • OR RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-04

Branch Locations

6710 W 121St St Suite 200, Overland Park, KS 66209 • United States

Willits, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planmember Securities Corporation Carpinteria CA 01/2014 03/2025
Jon Ferguson (Self Employed) Hopland CA 05/2003 Present
Team Financial Networks, Teachers' Financial Services, Inc Morro Bay CA 04/2003 03/2025
Calvary Chapel Willits Willits CA 07/2020 Present
Ferguson Financial Incorporated Willits CA 04/2022 Present
Cornerstone Securities Llc Overland Park KS 03/2025 Present
  • 01/2014 → 03/2025
    Carpinteria, CA
  • 05/2003 → Present
    Jon Ferguson (Self Employed)
    Hopland, CA
  • 04/2003 → 03/2025
    Team Financial Networks, Teachers' Financial Services, Inc
    Morro Bay, CA
  • 07/2020 → Present
    Calvary Chapel Willits
    Willits, CA
  • 04/2022 → Present
    Ferguson Financial Incorporated
    Willits, CA
  • 03/2025 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

1) JON FERGUSON (SELF EMPLOYED)-2671 Coyote Rd., Willits CA 95490; INVESTMENT RELATED; INSURANCE SALES & SVCS; INDEPENDENT INSURANCE AGENT; START DATE 5/03; 100 HRS/MNTH; 40 HRS/MNTH DURING TRADING. 2) CALVARY CHAPEL WILLITS; 145 Wood St., Willits CA 95490, United States; Start date 7/12/2020; Associate Pastor; Preside over church services when needed and provide administrative and ministry support to church; 20 hrs/mo; 0 hrs/mo during trading; NIR 3)FERGUSON FINANCIAL INCORPORATED; 2671 Coyote Rd, Willits CA 95490, United States; Start date 04/22/2022; President; Corporate entity created for tax purposes - Not held out publicly; 2 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-09
S63 Uniform Securities Agent State Law Examination 2003-01-18
  • S65 Uniform Investment Adviser Law Examination
    2006-06-09
  • S63 Uniform Securities Agent State Law Examination
    2003-01-18

View on SEC IAPD

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