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Jerrod James Ferguson

Vance Wealth

Santa Clarita, CA

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Current Employers
Vance Wealth

26491 Summit Circle, Santa Clarita, CA 91350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-22
  • CA RA
    APPROVED
    Since 2020-09-22

Branch Locations

26491 Summit Circle, Santa Clarita, CA 91350 • 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
Raymond James Financial Services Valencia CA 06/2009 10/2020
Raymond James Financial Services Advisors, Inc. Valencia CA 01/2010 10/2020
Vance Wealth, Inc. Santa Clarita CA 09/2020 Present
Previous Registrations
Other Businesses

Independent Insurance Agent - 1-2 Hrs/Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
  • S66 Uniform Combined State Law Examination
    2009-12-29
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
AVINCI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KAMERIE JOY LARSEN
Natalia Carolina Avila
Robyn L Lawhon
Stephen Vincent Festa
JASON A GIETTER
Jeannette Harris
Michael Adam Wright
Willie Lopez

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA CLARITA, CA
MORGAN STANLEY · VALENCIA, CA
J.P. MORGAN SECURITIES LLC · VALENCIA, CA
AVINCI WEALTH MANAGEMENT, INC. · VALENCIA, CA
CETERA INVESTMENT ADVISERS LLC · VALENCIA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VALENCIA, CA
GLOBAL FINANCIAL ADVISORY SERVICES, INC. · VALENCIA, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Valencia, CA

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