Jerrod Ferguson has been an investment adviser representative at Vance Wealth since September 2020, and is not listed among the firm’s executive officers or direct owners. Jerrod Ferguson holds a Bachelor of Science in Management from California State University, Northridge.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Jerrod Ferguson is Partner and Wealth Advisor of Vance Wealth. He is responsible for preparing and updating financial plans, performing research and monitoring investments. He started at the firm as an intern and became a permanent member of the Vance Wealth team.
Jerrod Ferguson’s longest registration was 10 years at Raymond James Financial Services Advisors, Inc (2010–2020). Before joining Vance Wealth in 2020, Jerrod Ferguson was registered through Raymond James Financial Services Advisors, Inc.
- Raymond James Financial Services Advisors, Inc– · 10 yearsSanta Clarita, CA · Adviser representative · Firm CRD 149018
Professional designations
Listed by Vance Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jerrod Ferguson is registered as an investment adviser representative in California, since September 2020.
- CaliforniaSince 22 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 December 2009 |
| Series 7 | General Securities Representative Examination | 29 September 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jerrod James Ferguson
- CRD
- 5588110
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simplify-365.com
Where does Jerrod Ferguson work?
Jerrod Ferguson is an investment adviser representative registered through Vance Wealth, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jerrod Ferguson a financial advisor?
Yes. Jerrod Ferguson has a current investment-adviser registration in California, through Vance Wealth since September 2020.
How many years of experience does Jerrod Ferguson have?
Jerrod Ferguson has 17 years in the financial industry, since September 2009, across 2 adviser firms.
What exams has Jerrod Ferguson passed?
Jerrod Ferguson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2009. FINRA credited Jerrod Ferguson with the SIE, which began in October 2018.
Where is Jerrod Ferguson based?
Jerrod Ferguson’s registered office is in Santa Clarita, CA.
Is Jerrod Ferguson registered with FINRA?
No. Jerrod Ferguson has no current broker registration.
Is Jerrod Ferguson a CFP?
Vance Wealth lists Jerrod Ferguson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jerrod Ferguson’s record?
Search CRD 5588110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerrod Ferguson’s full registration record.
