Jane A. Ferguson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jane Alexandra Ferguson, who also goes by Jane Ferguson, was a registered financial professional .
Jane is a previously registered financial professional and started their career in finance in 2025. Jane had worked at 1 firm and has passed the Series 65 exam.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 9, 2025 - June 29, 2026
LIFELONG WEALTH MANAGEMENT GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
LIFELONG WEALTH MANAGEMENT GROUP, LLC
CRD#: 291661 / SEC#: 801-135777
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 187 |
| AUM (Assets Under Management) | $ 121,740,000 |
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.
