Jacob Ferry has been an investment adviser representative at Total Wealth Services since September 2024, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Services, LLC is a Westlake Village, CA firm with $186M under management, 162 clients and 6 advisers in one office, as of its March 2026 filing.
Jacob Ferry’s longest registration is the current one, 2 years at Total Wealth Services since 2024. Before joining Total Wealth Services in 2024, Jacob Ferry was registered through Mariner Independent.
- Total Wealth Services, LLCCurrent– present · 2 yearsWestlake Village, CA · Adviser representative · Firm CRD 331833
- Mariner Independent– · under a yearWestlake Village, CA · Adviser representative · Firm CRD 305418
Investment adviser representative registrations
Jacob Ferry is registered as an investment adviser representative in California, since September 2024.
- CaliforniaSince 3 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 21 June 2022 |
| SIE | Securities Industry Essentials Examination | 24 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Maurice Ferry
- CRD
- 7541338
- Firm
- Total Wealth Services · CRD 331833
- Office
- 4165 E THOUSAND OAKS BLVD, #355, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Ferry work?
Jacob Ferry is an investment adviser representative registered through Total Wealth Services, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Ferry a financial advisor?
Yes. Jacob Ferry has a current investment-adviser registration in California, through Total Wealth Services since September 2024.
How many years of experience does Jacob Ferry have?
Jacob Ferry has 3 years in the financial industry, since November 2022, across 2 adviser firms.
What exams has Jacob Ferry passed?
Jacob Ferry has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in May 2022.
Where is Jacob Ferry based?
Jacob Ferry’s registered office is in Westlake Village, CA.
Is Jacob Ferry registered with FINRA?
No. Jacob Ferry has no current broker registration.
How can I verify Jacob Ferry’s record?
Search CRD 7541338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Ferry’s full registration record.
