JF
Justin T. Ferguson
CHURCHILL FINANCIAL ADVISORS
LOUISVILLE, KY 40222-4925
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CRD#: 5382345
JF
Professional summary
Justin Tyler Ferguson, CFA is a registered financial advisor currently at CHURCHILL FINANCIAL ADVISORS, LLC located in Louisville, Kentucky and CHURCHILL FINANCIAL, LLC located in Louisville, Kentucky.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Justin has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 24 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name: St. Mary's of the Knobs School Athletic Committee; Investment Related: No; Address: 3033 Martin Rd, Floyds Knobs, IN 47119; Nature of business: Volunteer Athletic Committee; Title/Position: Committee Member; Start date: 03/31/2022 Number of hours per month: 1; Number of hours per month during trading hours: 0; Duties: General organization of school related sports including player/team registration, volunteer organization, event setup/clean-up. Name: St. Mary's of the Knobs Youth Basketball League Committee ; Investment Related: No; Address: 3033 Martin Rd, Floyds Knobs, IN 47119; Nature of business: Volunteer Youth Basketball Committee; Title/Position: Committee Chair; Start date: 09/30/2021; Number of hours per month: 10; Number of hours per month during trading hours: 0; Duties: Co-chair the committee that administers the league, and oversees all league operations Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: Chief Investment Officer; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Managing investment related activities.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Tyler 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®
Experience
Current
January 28, 2025 - Present
CHURCHILL FINANCIAL ADVISORS, LLC
Office #1: 312 Whittington Parkway Suite 201, Louisville, KY 40222-4925RIA
CRD#: 333071
LOUISVILLE, KY
Current
August 2, 2024 - Present
CHURCHILL FINANCIAL, LLC
Office #1: 312 Whittington Parkway, Suite 201, Louisville, KY 40222BD
CRD#: 39462
LOUISVILLE, KY
Past
June 6, 2024 - July 3, 2025
CHURCHILL FINANCIAL, LLC
RIA
CRD#: 39462
LOUISVILLE, KY
Past
March 11, 2015 - June 13, 2024
CULLINAN ASSOCIATES, INC.
RIA
CRD#: 108340
LOUISVILLE, KY
Past
February 18, 2011 - October 27, 2015
CHURCHILL FINANCIAL, LLC
RIA
CRD#: 39462
LOUISVILLE, KY
Past
August 13, 2007 - October 27, 2015
CHURCHILL FINANCIAL, LLC
BD
CRD#: 39462
LOUISVILLE, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071 / SEC#: 801-131738
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(7/9/2025)
IAR
Arkansas(1/28/2025)
IAR
District of Columbia(2/18/2025)
RR
Georgia(1/28/2025)
IAR
Georgia(1/29/2025)
RR
Indiana(9/13/2024)
IAR
Indiana(1/28/2025)
RR
Kentucky(9/17/2024)
IAR
Kentucky(2/4/2025)
IAR
Nebraska(7/14/2025)
IAR
North Carolina(5/7/2025)
IAR
Ohio(7/11/2025)
IAR
Oklahoma(1/28/2025)
IAR
Texas(1/28/2025)
IAR
Wisconsin(5/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071 / SEC#: 801-131738
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925
Mailing Address
Phone number
(502) 895-3535
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 243,773,036 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071Louisville, KY 40222-4925TRUST BUT VERIFY
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