Unclaimed Profile

Ian Daniel Ferry

JACKSON SQUARE PARTNERS, LLC·LARKSPUR, California

Clean recordJACKSON SQUARE PARTNERS, LLC

700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 3257071Firm CRD# 170064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Daniel Ferry · LARKSPUR, CA

Registration

CRD #3257071 · JACKSON SQUARE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ian Daniel Ferry is a registered financial advisor based in LARKSPUR, California, affiliated with JACKSON SQUARE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JACKSON SQUARE PARTNERS, LLC

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JACKSON SQUARE PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3257071

Firm CRD# 170064

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian Daniel Ferry offer?

Ian Daniel Ferry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LARKSPUR, California for a consultation.

What are Ian Daniel Ferry's credentials?

Ian Daniel Ferry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Daniel Ferry located?

Ian Daniel Ferry is based in LARKSPUR, California, working with JACKSON SQUARE PARTNERS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Ian Daniel Ferry charge for services?

Ian Daniel Ferry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACKSON SQUARE PARTNERS, LLC?

JACKSON SQUARE PARTNERS, LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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