John Jason Ferneau
Investment adviser representative at Emerson Equity LLC
13 yearsExperience
1 stateRegistered in
$321.7MFirm assets
5 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
- Seminars and workshops
Experience
13 years in the industry.
- Emerson Family OfficeJul 2025 to now
- Emerson Equity LLCMar 2025 to now
- Kingswood Capital Partners, LLCMay 2023 to Mar 2025
- Kingswood Wealth Advisors LLCJan 2022 to Mar 2025
- Benchmark Investments, LLCAug 2021 to May 2023
- Benchmark Advisory Services, LLCAug 2021 to Jan 2022
- Bfc Planning, Inc.Oct 2013 to Aug 2021
- Berthel Fisher & Company Financial Services, Inc.Feb 2013 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Emerson Equity LLC
$321.7MAssets managed
620Clients
80Advisers
5 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
- 6136562
- Firm CRD
- 130032