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Jeffrey Mark Ferro

FERRO INVESTMENT MANAGEMENT, LLC·CHATHAM, New Jersey
Clean recordFERRO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Mark Ferro is a registered financial advisor based in CHATHAM, New Jersey, affiliated with FERRO INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FERRO INVESTMENT MANAGEMENT, LLC
FERRO INVESTMENT MANAGEMENT, LLC
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4188075
Firm CRD# 171005
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Mark Ferro offer?
Jeffrey Mark Ferro specializes in Investment Management, Retirement Planning. Contact their office in CHATHAM, New Jersey for a consultation.
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, working with FERRO INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
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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