AdvisorOS Directory
Claim Profile
Unclaimed Profile
WP

William Jonathan Powell

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.·ROCKVILLE, Maryland
Series 65Clean record12 years registeredFERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
51 MONROE ST., ROCKVILLE, MD 20850CRD# 5849610Firm CRD# 109232

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jonathan Powell · ROCKVILLE, MD
Registration
CRD #5849610 · FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Sep 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 11, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD 109232 · SEC 801-56625
AUM
$244M
Regulatory assets under management
Employees
3
510 client accounts
Services offered by FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Jonathan Powell offer?
William Jonathan Powell specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are William Jonathan Powell's credentials?
William Jonathan Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jonathan Powell located?
William Jonathan Powell is based in ROCKVILLE, Maryland, working with FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does William Jonathan Powell charge for services?
William Jonathan Powell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.?
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

John Peters Ferguson
ROCKVILLE, MD
Derek Matthew Johnson
ROCKVILLE, MD

More Advisors in ROCKVILLE, Maryland

Tricia Lynne Tripp
TRIPP FINANCIAL CONSULTANTS, INC.·ROCKVILLE, MD
CFP
Mark Harry Goldwasser
ADVISORS PREFERRED LLC·ROCKVILLE, MD
Scott Carl Thorson
H. BECK, INC.·ROCKVILLE, MD
ChFC
Jay Paul Levin
INVESTMENT PLANNING ASSOCIATES INC·ROCKVILLE, MD
Frances Joyce Odinec
SOL CAPITAL MANAGEMENT CO·ROCKVILLE, MD
Eugene Hyunwook Kim
INNOVATION X ADVISORS, LLC·ROCKVILLE, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)SILVER SPRING (18)
City Guides
BALTIMORE GuideBETHESDA GuideHUNT VALLEY GuideTOWSON GuideANNAPOLIS Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile