JF
JF

Jevin Ferguson

25 Years of Experience
Newport Beach, CA
Broker

Jevin Ferguson is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jevin is involved with the Talega Homeowner's Association, Operation Underground Railroad as a board member, and is a partner in Murrieta Whitewood Multi-Family LLC and 20 Capri LLC real estate ventures. He spends minimal time on the real estate ventures outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2019 - Present · 7 yrs 3 mos
Morgan Stanley
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - February 2019 · 10 yrs 1 mo
UBS Financial Services INC.Broker
January 2009 - February 2019 · 10 yrs 1 mo
Citigroup Global Markets INC.
April 2003 - February 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2001 - February 2009 · 7 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
June 2000 - April 2001 · 10 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.