Jeffrey M. Ferro
Professional summary
Jeffrey Mark Ferro, who also goes by Jeffrey Ferro, is a registered financial professional currently at FELDSTEIN FINANCIAL GROUP, LLC located in Basking Ridge, New Jersey.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, Series 3, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Mark Ferro's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2026 - Present
FELDSTEIN FINANCIAL GROUP, LLC
Office #1: 1 Shadowbrook Lane, Basking Ridge, NJ 07920May 30, 2022 - June 7, 2023
FELDSTEIN FINANCIAL GROUP, LLC
November 12, 2019 - December 2, 2021
ERNST & YOUNG INVESTMENT ADVISERS LLP
April 2, 2009 - June 26, 2013
HSBC SECURITIES (USA) INC.
September 22, 2008 - February 12, 2009
BARCLAYS CAPITAL INC.
June 1, 2006 - September 22, 2008
LEHMAN BROTHERS INC.
June 13, 2003 - May 25, 2006
ING INVESTMENT MANAGEMENT SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/2/2026)
(1/8/2026)
Exams
Series 7TO
Date: 5/27/2022
General Securities Representative ExaminationSeries 55
Date: 1/4/2005
Limited Representative-Equity Trader ExamFINRA
Current Firm
FELDSTEIN FINANCIAL GROUP, LLC
CRD#: 113988 / SEC#: , 8-53388
Contact information
FINRA licenses (7 States and Territories)
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.
