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William Jonathan Powell

Investment adviser representative at Ferguson-johnson Wealth Management, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$316.4MFirm 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Ferguson-johnson Wealth Management, Inc.Sep 2013 to now
  2. Ferguson-johnson Wealth Management, Inc. Fka Ferguson Asset MgmtJun 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (MD, VA).

Ferguson-johnson Wealth Management, Inc.

$316.4MAssets managed
198Clients
2Advisers
27 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
5849610
Firm CRD
109232
Advisor's SEC record (opens in a new tab)
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