Jennifer M. Ferguson

SYMPHONY FINANCIAL TEAM

Lake Mary, FL 32746

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CRD#: 2982612

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.

1) JENNIFER M. FERGUSON, SOLE PROPERTIOR, INSURANCE SALES- NON-VARIABLE; NOT INVESTMENT RELATED; LAKE MARY, FL;1 HR WKLY;0 HRS DURING TRADING;AGENT 2) AZMUTH PARTNERS I, LLC; LAKE MARY, FL; RENTAL REAL ESTATE; CO-MEMBER OF LLC; NOT INVESTMENT RELATED; STARTER 6/29/15; 1 HOUR PER MONTH, 0 HOURS DURING TRADING. 3) AZIMUTH PARTNERS II, LLC; LAKE MARY, FL; RENTAL REAL ESTATE; NOT INVESTMENT RELATED; STARTED 6/29/15; 1 hr/month, 0 HOURS DURING TRADING; RENTAL OF COMMERICAL CONDO UNIT, CO-MEMBER OF LLC. 4) AZIMUTH PARTNERS III, LLC, Lake Mary, FL, Rental Real Estate, not investment related; Title: CO- Member of LLC; Start Date: 06/30/2015, I hr/month devoted to this activity, 0 hrs during trading hrs. 5) 7 VENTURES AIR, LLC, Harris Neck Drive, Townsend, GA, Real Estate- Storage rentals & lot sales. Started: August 17, 2021; Not investment related. Title: CEO. Hours devoted: 5 hrs/week, not during trading hours. 6) District 6980 Rotary Youth Services, Central Florida; Charitable Volunteer; Not investment related; Appx 5% of her time is spent on this activity. Started: August 2021 7) AZIMUTH VENTURES - FL Holding Co., Sanford, FL, Real Estate- management of commercial real estate; Started: August 16, 2021; Title: President & Managing Member; 10% of time spent on this activity. 8) Vickaryous Ferguson Living Trust;- Sanford FL- Private mortgages for real estate; Trustee; 2025-08-01; 1 hrs/week, not during trading hours. 9) Orlando Christian Fling Club;; Lake Mary FL ; Promotion of personal flying and fellowship.; Board Member; 2025-08-01; 1 hrs/week, not during trading hours.

Blog Corner

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^®

Certified Financial Planner

Start date: 2005

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.

CRD#: 6694

LAKE MARY, FL

Past

January 7, 1998 - October 3, 2002

EDWARD JONES

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)

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 66

Date: 6/27/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/19/2016

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/6/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/5/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/24/2003

General Securities Principal Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Red Flags

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

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Jennifer M. Ferguson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Mary Ferguson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2003

Series 63

Date: 1/8/1998

SIE

Date: 9/18/2017

Series 31

Date: 4/19/2016

Series 7

Date: 1/6/1998

Series 51

Date: 5/5/2003

Series 24

Date: 2/24/2003

Current Firm

SYMPHONY FINANCIAL TEAM

Contact information

Documents

Red Flags

Company Information

SYMPHONY FINANCIAL TEAM

TRUST BUT VERIFY

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