James Michael Ferguson

Creekmur Asset Management, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Creekmur Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,630 clients

Average Client Portfolio

$345K average

Assets Under Management

$561.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

805 West Jackson, Suite 301, Morton, IL, 61550

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Creekmur Asset Management, LLC

February 2025 - Present · 1 yr

Previous Registrations

Wells Fargo Advisors

December 2021 - October 2024 · 2 yrs 10 mos

Wells Fargo Clearing Services, LLCBroker

December 2021 - October 2024 · 2 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2018 - October 2021 · 3 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2018 - October 2021 · 3 yrs 1 mo

TD Ameritrade, INC.

February 2018 - August 2018 · 6 mos

TD Ameritrade, INC.Broker

February 2018 - August 2018 · 6 mos

TD Ameritrade Investment Management, LLC

February 2018 - August 2018 · 6 mos

Scottrade Investment Management

July 2017 - February 2018 · 7 mos

Scottrade, INC.Broker

February 2017 - February 2018 · 1 yr

E*trade Securities LLCBroker

September 2011 - February 2017 · 5 yrs 5 mos

Farmers Financial Solutions, LLCBroker

January 2008 - September 2008 · 8 mos

American Family Securities, LLCBroker

November 2007 - December 2007 · 1 mo

State Registrations2 states

ILOH

Advisor

Exams

No exam information available for this advisor.