James Thomas Ferrin
Investment adviser representative at Asset One Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$982.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Asset One Wealth Management, LLCSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- LPL FinancialOct 2024 to Sep 2025
- Shilanski & Associates, Inc.Jan 2023 to Sep 2024
- LPL Financial LLCFeb 2019 to Jan 2023
- Ferrin CapitalDec 2012 to May 2020
- Triad Advisors Inc.Dec 2012 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
1 yearIn 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
- 5829443
- Firm CRD
- 336350