Bradley J. Fergason

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Canton, OH 44718

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CRD#: 5575995

Professional summary

Bradley James Fergason is a registered financial advisor currently at BEESE FULMER PRIVATE WEALTH MANAGEMENT located in Canton, Ohio.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bradley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

N/A POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: NUMBER OF HOURS PER MONTH: 2; HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 START DATE: 09/05/2017 ADDRESS: 7027 Reno Dr, Louisville OH 44641, United States DESCRIPTION: 7027 Reno Dr Louisville Oh 44641 is a single family home registered to Bradley James Fergason and Stephanie Lynn Fergason. It's typically rented on a one year renewable lease. Rents received are deposited into a personal Savings account.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Fergason's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 2, 2025 - Present

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Office #1: 4334 Munson Street Nw Suite 102, Canton, OH 44718

RIA

CRD#: 109882

Canton, OH

Past

March 3, 2021 - June 30, 2025

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

RIA

CRD#: 136583

UNIONTOWN, OH

Past

July 30, 2020 - March 3, 2021

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

HARTVILLE, OH

Past

July 30, 2020 - March 3, 2021

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

HARTVILLE, OH

Past

June 29, 2016 - July 16, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

CANTON, OH

Past

March 10, 2014 - July 16, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

CANTON, OH

Past

October 1, 2012 - November 1, 2012

J.P. MORGAN SECURITIES LLC

CRD#: 79

CANTON, OH

Past

March 27, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CANTON, OH

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".

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/2/2025)

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 65

Date: 6/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 Approved)

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Contact information

Main Address

4334 Munson Street Nw Suite 102, Canton, OH 44718

Mailing Address

Phone number

(330) 454-6555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEESE FULMER ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,257
AUM (Assets Under Management)	$ 1,584,302,453

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.

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Firm Stability Insights

Bradley J. Fergason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Fergason's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

BEESE FULMER PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2016

Series 63

Date: 11/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2016

Series 6

Date: 3/26/2010

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEESE FULMER PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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