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JF

Jaye Clifford Oppedahl Ferguson

SOVRAN ADVISORS
Rancho Cucamonga, CA
·CRD# 5503045·11 years experience

Professional Summary

Jaye Clifford Oppedahl Ferguson, who also goes by Jaye Oppedahi, Jaye Clifford Oppedahl, Jaye Oppedahl, Jaye C Oppedahl, is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Rancho Cucamonga, California and CETERA WEALTH SERVICES, LLC located in Pasadena, California. Jaye is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jaye has worked at 8 firms and has passed the Series 66,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jaye Oppedahi, Jaye Clifford Oppedahl, Jaye Oppedahl, Jaye C Oppedahl

Blog Corner

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

11 years in the financial services industry

Current & Past Employments

SOVRAN ADVISORS, LLC·CRD# 329415
RIA
9220 Haven Ave Ste 260, Rancho Cucamonga, CA 91730
February 9, 2026 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
1. 150 S Los Robles Ave Ste 750, Pasadena, CA 911012. 9220 Haven Ave Ste 260, Rancho Cucamonga, CA 91730
February 9, 2026 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Upland, CA
March 3, 2022 - February 22, 2026
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Upland, CA
March 3, 2022 - February 22, 2026
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
El Segundo, CA
May 5, 2017 - February 25, 2022
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
El Segundo, CA
May 27, 2016 - December 3, 2019
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
El Segundo, CA
May 27, 2016 - February 25, 2022
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
El Segundo, CA
February 3, 2016 - February 25, 2022
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
El Segundo, CA
February 3, 2016 - February 25, 2022
CETERA ADVISORS LLC·CRD# 10299
BD
El Segundo, CA
February 3, 2016 - February 25, 2022
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
August 5, 2015 - February 25, 2022

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Current Firm

SA
SOVRAN ADVISORS, LLC

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (1/12/2024 Approved)

Contact Information

Main Address

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108

Phone Number

(619) 281-9890

# of Employees

64

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOVRAN ADVISORS, LLC - FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,135

AUM (Assets Under Management)

$1,874,347,252

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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.

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 2/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: EMPIRE PRIVATE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 2/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL - OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR DUTIES; 4. NAME OF OTHER BUSINESS: EMPIRE PRIVATE WEALTH; INVESTMENT RELATED: YES, ADDRESS: 9220 HAVEN AVE STE 260, RANCHO CUCAMONGA, CA 91730, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

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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".
SA
SOVRAN ADVISORS, LLC

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (1/12/2024 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(2/9/2026)
RR
California
(2/9/2026)
IAR
California
(2/9/2026)
RR
Colorado
(2/9/2026)
RR
Florida
(2/9/2026)
RR
Nevada
(2/9/2026)
RR
New Jersey
(2/9/2026)
RR
New Mexico
(2/9/2026)
RR
Texas
(2/9/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2015About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jaye Clifford Oppedahl Ferguson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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