Congratulations Jerrod Ferguson of Vance Wealth
Jerrod Ferguson started at Vance Wealth when John noticed the financial savvy of a 21-year-old young man who wanted to invest instead of spend, Jerrod stayed because he discovered a genuine passion for lifelong learning, customer relationships and comprehensive financial planning. Jerrod started his journey with Vance Wealth as an intern after his parents became clients in 2007. Jerrod came to John asking for advice about his 401(k) and John offered to help Jerrod become a financial advisor. Inspired, he welcomed the opportunity. As Jerrod witnessed the power of process-based financial planning in his own family, his desire to do the same for other families deepened.
After 10 years with the firm Jerrod enjoys learning from and about his clients on a daily basis. He appreciates the culture of family, philanthropy and travel in the office.
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping clients and families succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. To learn more call 661/775-0950.
Jerrod Ferguson is a wealth advisor at Vance Wealth and can be reached at Jerrod.Ferguson@vancewealth.com. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Vance Wealth: 26491 Summit Circle, Santa Clarita, CA 91350.
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