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JF

John M. Ferraro

LONGHOUSE WEALTH MANAGEMENT
Encinitas, CA 92024
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CRD#: 6991644
JF

Professional summary


John Michael Ferraro, who also goes by John Mike Ferraro, is a registered financial advisor currently at LONGHOUSE WEALTH MANAGEMENT located in Encinitas, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Mike Ferraro

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Michael Ferraro'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®
None

Experience


Current

December 4, 2018 - Present

LONGHOUSE WEALTH MANAGEMENT

Office #1: 187 Calle Magdalena Suite 103, Encinitas, CA 92024
RIA
CRD#: 298119
Encinitas, CA

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
California
(12/4/2018)
IAR
Texas
(12/4/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/4/2018
Uniform Investment Adviser Law Examination

Current Firm


LW
LONGHOUSE WEALTH MANAGEMENT
LONGHOUSE INVESTMENTS LLC | LONGHOUSE WEALTH MANAGEMENT

CRD#: 298119 / SEC#:

California
Registered Investment Advisory firm - (8/21/2018 Approved)
Texas
Registered Investment Advisory firm - (9/18/2018 Conditional Restricted)
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Contact information


Main Address
187 Calle Magdalena Suite 103, Encinitas, CA 92024
Mailing Address
Phone number
(760) 642-1100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts49
AUM (Assets Under Management)$ 7,056,103

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.

Company Information


LONGHOUSE WEALTH MANAGEMENT

CRD#: 298119Encinitas, CA 92024

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