James Michael Ferguson

Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 02/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 04/2015 → 02/2017
  E*Trade Capital Management Llc
  Alpharetta, GA
• 02/2017 → 08/2018
  Scottrade, Inc.
  Alpharetta, GA
• 02/2018 → 08/2018
  Td Ameritrade, Inc.
  Marietta, GA
• 02/2018 → 08/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 09/2018 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cumming, GA
• 09/2018 → 10/2021
  Bank Of America, N.A.
  Cumming, GA
• 11/2021 → 09/2024
  Wells Fargo Clearing Services, Llc
  Cumming, GA
• 10/2021 → 09/2024
  Wells Fargo Bank, Na
  Cumming, GA
• 01/2025 → Present
  Creekmur Asset Management, Llc
  Morton, IL
• 10/2024 → 12/2024
  Unemployed
  Ball Ground, GA

Previous Registrations

• 2021-12-02 → 2024-10-22
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Cumming, GA
  Atlanta, GA
  Cumming, GA
  Alpharetta, GA
  Cumming, GA
• 2018-09-20 → 2021-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cumming, GA
  Marietta, GA
  Cumming, GA
  Cumming, GA
  Cumming, GA
• 2018-02-28 → 2018-08-31
  Td Ameritrade, Inc.
  Sandy Springs, GA
• 2018-02-26 → 2018-08-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2017-07-27 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-07-14
• S63 Uniform Securities Agent State Law Examination
  2011-09-12

Other Names

• James Michael Ferguson
• James Ferguson