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FIND A J FERGUSON FINANCIAL, INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at J FERGUSON FINANCIAL, INC.

CRD#: 140561

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for J FERGUSON FINANCIAL, INC. Comes From

Understanding the Statistics for J FERGUSON FINANCIAL, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
311 Park Place Blvd. Suite 150, Clearwater, FL 33759
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at J FERGUSON FINANCIAL, INC.

Mark A Geraci JR
AdvisorCheck Check Mark

Mark A Geraci JR

IAR
RR
CRD#: 5343656
Location:
Crystal Lake, IL
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
18 years
View Profile
PM
AdvisorCheck Check Mark

Pia Sabrina Matthes

RR
CRD#: 6653422
Location:
New York, NY 10017
Company:
PJT PARTNERS LP
Disclosures:
Experience:
9 years
View Profile
JK
AdvisorCheck Check Mark

Johny S. Kashat

Johnny Kashat, Johny S Kashat, Johny Kashat
RR
CRD#: 7843954
Location:
Bloomfield Hills, MI 48301
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
2 years
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