AdvisorOS Directory
Claim Profile
WP

William Jonathan Powell

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.·ROCKVILLE, Maryland
Unclaimed Profile
51 MONROE ST., ROCKVILLE, MD 20850CRD# 5849610Firm CRD# 109232
01

About

William Jonathan Powell is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
AUM
$244M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5849610
Firm CRD# 109232
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in ROCKVILLE
Clark Alan Kendall — KENDALL CAPITAL MANAGEMENTArtur Kluz — KV MANAGEMENT, LLCDerek Matthew Johnson — FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.Geoffrey Ian Miller — INSTITUTIONAL SHAREHOLDER SERVICES INC.Almog Geva — BRONFMAN E.L. ROTHSCHILD, L.P.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile