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John Geoffrey Ferguson

Investment Adviser Representative at Patrick M. Sweeney & Associates, Inc

Barrington, ILCRD #7373190Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Geoffrey Ferguson is an investment adviser representative with Patrick M. Sweeney & Associates, Inc in Barrington, IL, where they have been registered since 2021, the year they entered the securities industry. They are registered to provide investment advice in Illinois.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Patrick M. Sweeney & Associates, IncCurrent
5/7/2021 – Barrington, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Patrick M. Sweeney & Associates
    Jun 2017 – no end date reportedBarrington, IL
  2. Illinois Wesleyan
    Aug 2013 – May 2017Bloomington, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Patrick M. Sweeney & Associates, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm offers comprehensive wealth management including financial planning, retirement planning, asset management, estate planning, trust investment advisory services, and tax planning and tax preparation.

Retirement PlanningFinancial PlanningEstate PlanningTax PlanningWealth ManagementCash Flow Planning
Firm areas of expertise
Fee-onlyWealth ManagementTax-efficient InvestingRetirement PlanningFinancial PlanningAsset ManagementEstate PlanningTrust Investment AdvisoryTax PlanningTax PreparationFiduciary+3 more

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Libertyville, IL
Founded:
2001
SEC file number:
801-118910

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

Other advisors at Patrick M. Sweeney & Associates, Inc

1 other advisor in the directory

View Patrick M. Sweeney & Associates, Inc firm profile

Similar advisors in Barrington, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Geoffrey Ferguson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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John Geoffrey Ferguson (Patrick M. Sweeney & Associates)