Advisor at Cornerstone Securities LLC
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Location
Willits, CA
Credentials
Series 63, Series 65
Industry experience
22 years
Jon Ferguson is a financial advisor with Cornerstone Securities LLC in Willits, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at firms including Planmember Securities Corporation and First IMO and has been self-employed since 2003. Outside of his advisory work, Ferguson serves as an associate pastor at Calvary Chapel Willits. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer limited discretionary trading, and refer clients to third-party managers and REITs, while also providing standalone financial planning and consulting.
Based on Cornerstone Securities LLC
Based on Cornerstone Securities LLC
up to $10,000 for financial planning services
up to 2% of the account balance annually, negotiable
up to $500 per hour
Willits, CA
California · Oregon · Texas
Cornerstone Securities LLC
2025 - Present (1 year)
Ferguson Financial Incorporated
2022 - Present (4 years)
Calvary Chapel Willits
2020 - Present (6 years)
Planmember Securities Corporation
2014 - 2025 (11 years)
First IMO
2011 - 2016 (5 years)
Jon Ferguson (Self Employed)
2003 - Present (23 years)
Team Financial Networks, Teachers' Financial Services, Inc.
2003 - 2025 (22 years)
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