Jon Ferguson
Jon Ferguson is a registered investment advisor at Cornerstone Securities LLC, based in Willits, CA, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 900 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of the account balance and are negotiable with your representative.
Fee Estimator
Location
Willits, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an independent insurance agent, spending about half his time on insurance sales and services. He also serves as an associate pastor at Calvary Chapel Willits and is the president of Ferguson Financial Incorporated, a corporate entity created for tax purposes.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Retirement Advisors
Cambridge Investment Research, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
State Registrations3 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.