Sarah Jane Wylde
Investment adviser representative at Ferguson Shapiro LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$415.2MFirm assets
Are you Sarah Jane Wylde? 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
12 years in the industry.
- Ferguson Shapiro LLCApr 2019 to now
- Public Company Accounting Oversight BoardApr 2017 to Apr 2019
- Birnbrey, Minsk, Minsk and PerlingOct 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7095102
- Firm CRD
- 297555