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Jacob Maurice Ferry

Total Wealth Services, LLC

Westlake Village, CA

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Current Employers
Total Wealth Services, Llc

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362 • 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
University Of Arizona Tucson AZ 09/2014 05/2017
Epic Studios Los Angeles CA 05/2017 10/2017
Unemployed West Hills CA 10/2017 03/2018
Tim Schneider Construction Los Angeles CA 04/2018 05/2019
Hy-Max Construction Los Angeles CA 06/2019 06/2020
Unemployed West Hills CA 07/2020 03/2022
Aig Capital Services, Inc. Woodland Hills CA 04/2022 06/2023
Total Wealth Services, Llc Agoura Hills CA 08/2023 Present
Mariner Independent Agoura Hills CA 11/2023 08/2024
Total Wealth Group Agoura Hills CA 01/2024 Present
  • 09/2014 → 05/2017
    University Of Arizona
    Tucson, AZ
  • 05/2017 → 10/2017
    Epic Studios
    Los Angeles, CA
  • 10/2017 → 03/2018
    Unemployed
    West Hills, CA
  • 04/2018 → 05/2019
    Tim Schneider Construction
    Los Angeles, CA
  • 06/2019 → 06/2020
    Hy-Max Construction
    Los Angeles, CA
  • 07/2020 → 03/2022
    Unemployed
    West Hills, CA
  • 04/2022 → 06/2023
    Aig Capital Services, Inc.
    Woodland Hills, CA
  • 08/2023 → Present
    Total Wealth Services, Llc
    Agoura Hills, CA
  • 11/2023 → 08/2024
    Mariner Independent
    Agoura Hills, CA
  • 01/2024 → Present
    Total Wealth Group
    Agoura Hills, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-14
S63 Uniform Securities Agent State Law Examination 2022-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-11-14
  • S63 Uniform Securities Agent State Law Examination
    2022-07-21
Other Names
  • Jake Ferry

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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