Unclaimed Profile

Jeffrey Mark Ferro

FERRO INVESTMENT MANAGEMENT, LLC·CHATHAM, New Jersey

Series 3, Series 7, Series 7TO, Series 55, Series 63, Series 65Clean record6 years registeredFERRO INVESTMENT MANAGEMENT, LLC

17 JOHN STREET, CHATHAM, NJ 07928CRD# 4188075Firm CRD# 171005

Profile Verification

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

Identity

Jeffrey Mark Ferro · CHATHAM, NJ

Registration

CRD #4188075 · FERRO INVESTMENT MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FERRO INVESTMENT MANAGEMENT, LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

Nov 2019 – Dec 2021

SECAUCUS, NJ

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 7TO

Series 55

Series 63

Series 65

Registration record

First registered · November 12, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FERRO INVESTMENT MANAGEMENT, LLC

CRD 171005 · SEC 801-79658

AUM

$28M

Regulatory assets under management

Employees

7 client accounts

Services offered by FERRO INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FERRO INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Mark Ferro offer?

Jeffrey Mark Ferro specializes in Investment Management, Retirement Planning.

What are Jeffrey Mark Ferro's credentials?

Jeffrey Mark Ferro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Mark Ferro located?

Jeffrey Mark Ferro is based in CHATHAM, New Jersey, last registered with FERRO INVESTMENT MANAGEMENT, LLC.

How does Jeffrey Mark Ferro charge for services?

Jeffrey Mark Ferro'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 FERRO INVESTMENT MANAGEMENT, LLC?

FERRO INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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