AdFi
JR

Jon Robert Ferguson

Investment Adviser Representative at CORNERSTONE SECURITIES LLC

Willits, CACRD #4619256Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
3 states
Exams Passed
4

Professional summary

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

Jon Robert Ferguson has worked in the securities industry since 2003. They are registered to provide investment advisory services in California, Oregon, and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
CaliforniaOregonTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/9/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 1/18/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/17/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Cornerstone Securities LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORNERSTONE SECURITIES LLCCurrent
3/4/2025Willits, CA
PLANMEMBER SECURITIES CORPORATION
1/8/20143/4/2025Willits, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
10/16/200612/31/2013Bakersfield, CA
CAMBRIDGE RETIREMENT ADVISORS
6/12/200612/31/2006Bakersfield, CA
LEGEND ADVISORY CORP
6/30/20043/30/2006Bakersfield, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORNERSTONE SECURITIES LLC

9 other advisors in the directory

View CORNERSTONE SECURITIES LLC firm profile
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. Jon Robert 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.

Jon Robert Ferguson - Financial Advisor in Willits, CA | AdvisorFinder