Jacob
Ferry
Total Wealth Services, LLC
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About this Advisor
Jacob Ferry is a financial advisor based in Thousand Oaks, California, working with Total Wealth Services, LLC. Jacob has previously held positions at University Of Arizona, Epic Studios, Tim Schneider Construction, Hy-Max Construction, Aig Capital Services, Inc, Total Wealth Services, LLC, Mariner Independent, and Total Wealth Group. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jacob is part of Total Wealth Services, LLC, which operates out of Thousand Oaks, California. The firm has 3 employees and manages assets totaling $121.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Total Wealth Services, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Total Wealth Services, LLC Brokerage Details
$121,228,920
3
247
$490,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Ferry Work History
Total Wealth Group
Total Wealth Services, LLC
Mariner Independent
Aig Capital Services, Inc
Hy-Max Construction
Tim Schneider Construction
Epic Studios
University Of Arizona
Disclosures
Please visit the SEC profile of Jacob Ferry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Total Wealth Services, LLC
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
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