Jonas M. Ferris

MAXADVISOR PRIVATE MANAGEMENT

MIAMI BEACH, FL

Some features on this profile are disabled

CRD#: 2377112

Professional summary

Jonas Max Ferris is a registered financial advisor currently at MAXADVISOR PRIVATE MANAGEMENT located in Miami Beach, Florida.

Jonas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jonas has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ISLAND RESEARCH LLC. NOT AN INVESTMENT RELATED COMPANY, MANAGING MEMBER, MIAMI, FL, NEWS CONTRIBUTOR. SINCE 4/2007, 2-5 HOURS PER MONTH TOTAL. 1 HOUR PER MONTH DURING TRADING HOURS. TELEVISED APPEARANCES PROVIDING MARKET COMMENTARY AND OPINIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Max Ferris's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2025 - Present

MAXADVISOR PRIVATE MANAGEMENT

RIA

CRD#: 125148

MIAMI BEACH, FL

Past

October 2, 2007 - December 31, 2024

MAXADVISOR PRIVATE MANAGEMENT

RIA

CRD#: 125148

Miami, FL

Past

February 22, 2006 - December 31, 2006

MAXADVISOR PRIVATE MANAGEMENT

RIA

CRD#: 125148

PORTLAND, OR

Past

July 29, 1993 - November 29, 1993

BULL & BEAR SECURITIES, INC.

CRD#: 15142

Past

July 29, 1993 - March 11, 1994

MIDAS SECURITIES GROUP, INC.

CRD#: 14009

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/22/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAXADVISOR PRIVATE MANAGEMENT

MAXADVISOR | MAXADVISOR PRIVATE MANAGEMENT | MAXADVISOR LLC.

CRD#: 125148 / SEC#: 801-61790

RIA

Registered Investment Advisory firm - (2/27/2006 Terminated)

Florida

Registered Investment Advisory firm - (7/26/2023 Approved)

Louisiana

Registered Investment Advisory firm - (11/20/2015 Terminated)

Oregon

Registered Investment Advisory firm - (3/22/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Miami Beach, FL

Mailing Address

Phone number

(888) 871-7307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 28,295,880

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonas M. Ferris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonas Max Ferris's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAXADVISOR PRIVATE MANAGEMENT

MAXADVISOR PRIVATE MANAGEMENT

MAXADVISOR PRIVATE MANAGEMENT

BULL & BEAR SECURITIES, INC.

MIDAS SECURITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2005

Series 63

Date: 8/6/1993

Series 7

Date: 9/22/1993

Series 6

Date: 7/28/1993

Current Firm

MAXADVISOR PRIVATE MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAXADVISOR PRIVATE MANAGEMENT

TRUST BUT VERIFY

Similar Advisors