Role at Ferguson Wellman Capital Management
- Title on Schedule A
- Director
- Control
- Ralph Cole is a control person of Ferguson Wellman Capital Management.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Ralph Cole has held the filed role since January 2018.
The firm
Form ADV filed 9 June 2026
Career on record
Ralph Cole has been registered through Ferguson Wellman Capital Management since December 1999.
- – present · 27 yearsPortland, OR · Adviser representative · Firm CRD 104692
- Passed Series 7 and Series 63 · 1992
Registrations and exams
Ralph Cole has a current investment-adviser registration in Oregon and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Oregon | Investment adviser representative | Approved | 9 December 1999 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 1992 |
| Series 7 | General Securities Representative Examination | 4 August 1992 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Ralph Willard Cole
- CRD
- 2261245
- Registration status
- Investment adviser registration
- Office
- 888 SW FIFTH AVE., #1200, Portland, OR 97204
- Firm bio
- fergusonwellman.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Ferguson Wellman identifies Ralph Cole as a director and portfolio manager. The firm says he previously worked at U.S. Bancorp, Merrill Lynch and Payden & Rygel, and earned a BS in finance and marketing from the University of Oregon and an MBA from the University of Southern California. Official firm biography
Common questions
Where does Ralph Cole work?
Ralph Cole has been Director of Ferguson Wellman Capital Management, Inc. since January 2018, and is a control person of the firm.
Is Ralph Cole a financial advisor?
Yes. Ralph Cole has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since December 1999, as of 17 October 2026.
How many years of experience does Ralph Cole have?
Ralph Cole has worked in the financial industry for 26 years as of 17 October 2026, counted from 8 December 1999, across 1 adviser firm.
What exams has Ralph Cole passed?
Ralph Cole has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1992.
Where is Ralph Cole based?
Ralph Cole’s registered office is in Portland, OR.
Leadership at Ferguson Wellman Capital Management
- Ezra KoverChief Compliance Officer
- Joshua FrankelDirector
- Steven HolwerdaManaging Director
- George HosfieldChief Investment Officer - Director
- Jason NorrisDirector
- Dean DordevicPrincipal
- Nathan AyottePrincipal
- Bradley HoulePrincipal
- Mary LagoPrincipal
- Tari KinatederPrincipal