Jeffrey Mark Ferro
Professional Summary
Jeffrey Mark Ferro, who also goes by Jeffrey Ferro, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Ferro
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
FELDSTEIN FINANCIAL GROUP, LLC
Contact Information
Main Address
1 Shadowbrook Lane, Basking Ridge, NJ 07920Mailing Address
1 Shadowbrook Lane, Basking Ridge, NJ 07920Phone Number
(908) 879-9559Established
New Jersey since 10/04/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/2/2026)
(1/8/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 2005SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Mark Ferro's CRS (Customer Relationship Summary).
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