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Joseph Ryan Ferguson

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
20 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

20 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.May 2015 to now
  2. Cambridge Investment Research, Inc.Apr 2015 to now
  3. Metropolitan Life Ins CoMay 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (NM, TX).

Cambridge Investment Research Advisors, Inc.

$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5014634
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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