JF
JF

Jon Robert Ferguson

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
800 clients
Average Client Portfolio
$219K average
Assets Under Management
$175.0M

Fee Structure

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Location

6710 W 121st St, Suite 200, Overland Park, KS, 66209

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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.

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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
March 2025 - Present · 11 mos
Previous Registrations
Planmember Securities Corporation
January 2014 - March 2025 · 11 yrs 2 mos
Planmember Securities CorporationBroker
January 2014 - March 2025 · 11 yrs 2 mos
Cambridge Investment Research Advisors, INC.
October 2006 - December 2013 · 7 yrs 2 mos
Cambridge Retirement Advisors
June 2006 - December 2006 · 6 mos
Cambridge Investment Research, INC.Broker
March 2006 - December 2013 · 7 yrs 9 mos
Legend Advisory CORP
June 2004 - March 2006 · 1 yr 9 mos
Legend Equities CorporationBroker
April 2003 - March 2006 · 2 yrs 11 mos
State Registrations3 states
CAORTX
Advisor
Exams
No exam information available for this advisor.