Jennifer Ferguson
Jennifer Ferguson is a CFP-designated registered investment advisor at Symphony Financial Team, based in Lake Mary, FL, with 28 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 26 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Symphony Financial Team does not directly manage investments. Instead, they recommend clients to third-party investment managers, assisting in the selection of an appropriate allocation model. Investment management may be included with the financial planning fixed fee, depending on the service level selected.
Location
1525 International Parkway, Suite 4031, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1999Other Business ActivitiesSells Insurance
Jennifer is involved in several outside business activities, including insurance sales, real estate rentals and management, and charitable volunteer work. She dedicates a few hours per week to insurance sales and real estate activities, and about 10% of her time to managing commercial real estate.
Employment History
Current Registrations
Symphony Financial Team
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.