Jen FergusonAligning your wealth with your values and intentions!

About Us

Financial Advisor Image
Jen Ferguson, CFP®
Financial Advisor
Previous positions held:
Edward Jones, Financial Advisor
State Farm, Licensed Insurance Associate
Education:
University of Central Florida, BA Liberal Studies, CFP
Daytona Beach Community College, AA
Community Groups:
Port Orange South Daytona Rotary Club Past President
Community Partnership for Children Mentor & Christmas Gift Chair
Values Based Financial Planner
Kathleen Bentley
Administrative Manager
Previous positions held:
Raymond James & Associates
Education:
Ferris State University, BS, Business Education
Kody High School, Detroit, Michigan

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 6,500 financial advisors
  • 2.4 million client accounts
  • 2,600 locations (United States, Canada and abroad)
  • $372 billion in client assets
  • $38 billion managed by its subsidiary asset managers

Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.

Financial Advisor Image
Jen Ferguson, CFP® Financial Advisor
900 N. Swallowtail Drive
Suite 104D
Port OrangeFL 32129
Phone: 386-756-5676
Fax: 386-756-1562
1515 International Pkwy.
Suite 2031
Lake MaryFL 32746
Phone: 386-756-5676
Phone: 407-792-5576
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