JF

Jennifer M. Ferguson

SYMPHONY FINANCIAL TEAM
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 2982612
JF

Professional summary


Jennifer Mary Ferguson, CFP®, who also goes by Jen Ferguson, Jennifer M Ferguson, is a registered financial advisor currently at SYMPHONY FINANCIAL TEAM located in Lake Mary, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jennifer has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jen Ferguson | Jennifer M Ferguson

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Jennifer Mary Ferguson'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®
CFP®

Experience


Current

August 4, 2017 - Present

SYMPHONY FINANCIAL TEAM

Office #1: 1525 International Parkway Suite 4031, Lake Mary, FL 32746
RIA
CRD#: 288715
Lake Mary, FL
Past

August 12, 2009 - September 18, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LAKE MARY, FL
Past

February 25, 2004 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
LAKE MARY, FL
Past

October 2, 2002 - September 18, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAKE MARY, FL
Past

January 7, 1998 - October 3, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Florida
(8/4/2017)
IAR
Texas
(2/16/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/19/2016
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SYMPHONY FINANCIAL TEAM
SYMPHONY FINANCIAL TEAM | SYMPHONY FINANCIAL TEAM, LLC

CRD#: 288715 / SEC#:

Florida
Registered Investment Advisory firm - (8/4/2017 Approved)
Texas
Registered Investment Advisory firm - (2/15/2022 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1525 International Parkway Suite 4031, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 792-5576
Established
Firm type
Fiscal year end
# of Employees
2

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.

Company Information


SYMPHONY FINANCIAL TEAM

CRD#: 288715Lake Mary, FL 32746

TRUST BUT VERIFY

Monitor Jennifer Ferguson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
RC
Ryan CapatostoAdvisorCheck Check Mark
FSC SECURITIES CORPORATION
PR
ATLANTA, GA
LC
Lawana CooperAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
PR
WEEHAWKEN, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.