James Boswell
Investment adviser representative at Ferguson Shapiro LLC
10 yearsExperience
2 statesRegistered in
$415.2MFirm assets
8 yearsFirm in business
Are you James Boswell? Claim your profile
Contact this firm
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
10 years in the industry.
- Ferguson Shapiro LLCAug 2018 to now
- Kevin FergusonAug 2017 to now
- AXA Advisors LLCAug 2017 to Aug 2018
- Green Light Capital Advisors LLCMay 2016 to Jun 2017
- Troutman SandersMar 2016 to Jun 2017
- Ds Capital Lending GroupJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Ferguson Shapiro LLC
$415.2MAssets managed
332Clients
6Advisers
8 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
- 6816944
- Firm CRD
- 297555