Bradley James Fergason

Employer firm

Beese Fulmer Private Wealth Management CRD 109882

$2.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2016 → 07/2020
  Citizens Securities, Inc
  Massillon, OH
• 07/2020 → 03/2021
  The Huntington Investment Company
  Hartville, OH
• 03/2021 → Present
  Meridian Capital Management Group, Inc.
  Uniontown, OH

Previous Registrations

• 2021-03-03 → 2025-06-30
  Meridian Capital Management Group, Inc.
  Uniontown, OH
• 2020-07-30 → 2021-03-03
  The Huntington Investment Company
  Hartville, OH
• 2016-06-29 → 2020-07-16
  Citizens Securities, Inc.
  Alliance, OH
  Fairlawn, OH
  Akron, OH
  Akron, OH
  Massillon, OH
  Massillon, OH
  Canton, OH
  Canton, OH
  Canton, OH
  Bolivar, OH
  Canton, OH
  Louisville, OH
  Wheelersburg, OH
  Portsmouth, OH
  Louisville, OH
  Canton, OH

Other Businesses

N/A POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: NUMBER OF HOURS PER MONTH: 2; HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 START DATE: 09/05/2017 ADDRESS: 7027 Reno Dr, Louisville OH 44641, United States DESCRIPTION: 7027 Reno Dr Louisville Oh 44641 is a single family home registered to Bradley James Fergason and Stephanie Lynn Fergason. It's typically rented on a one year renewable lease. Rents received are deposited into a personal Savings account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-28
• S63 Uniform Securities Agent State Law Examination
  2015-11-02