Jaye Clifford oppedahl Ferguson
Investment adviser representative at Sovran Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sovran Advisors, LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- Empire Private WealthJan 2026 to now
- Charles Schwab & Co., IncFeb 2022 to Feb 2026
- Charles Schwab Bank SsFeb 2022 to Feb 2026
- First Allied Securities, Inc.May 2016 to Feb 2022
- Summit Brokerage Services, Inc.May 2016 to Feb 2022
- Cetera Advisors LLCFeb 2016 to Feb 2022
- Cetera Financial Specialists LLCFeb 2016 to Feb 2022
- Cetera Investment Services LLCFeb 2016 to Feb 2022
- Cetera Advisor Networks LLCJan 2014 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 5503045
- Firm CRD
- 329415