John R. Ferguson
Professional summary
John Robert Ferguson is a registered financial advisor currently at SKY RIDGE WEALTH MANAGEMENT LLC located in Mt. Crested Butte, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Ferguson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2020 - Present
SKY RIDGE WEALTH MANAGEMENT LLC
March 6, 2017 - April 10, 2020
THE WESTERN WEALTH GROUP, INC.
July 30, 2007 - January 13, 2017
CHARLES SCHWAB & CO., INC.
January 1, 1999 - December 31, 2005
CHARLES SCHWAB & CO., INC.
January 22, 1998 - January 13, 2017
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2020)
Exams
Current Firm
SKY RIDGE WEALTH MANAGEMENT LLC
CRD#: 285137 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 30,073,188 |
Red Flags
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