Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Willits, CA
Cornerstone Securities LLC
Team
Jon Ferguson is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Planmember Securities Corporation and has operated his own business, Ferguson Financial Incorporated, since 2022. Outside of his advisory roles, he serves as an associate pastor at Calvary Chapel Willits. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes IAR-directed asset management, offering a combination of direct portfolio management, third-party advisory programs, and financial planning services.
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
Willits CA
Advisors at this office
1
California · Oregon · Texas
23 years of industry experience
Cornerstone Securities LLC
2025 - Present • 1 year
Overland Park, KS
Ferguson Financial Incorporated
2022 - Present • 4 years
Willits, CA
Calvary Chapel Willits
2020 - Present • 6 years
Willits, CA
Planmember Securities Corporation
2014 - 2025 • 11 years
Carpinteria, CA
Jon Ferguson (Self Employed)
2003 - Present • 23 years
Hopland, CA
Team Financial Networks, Teachers' Financial Services, Inc.
2003 - 2025 • 22 years
Morro Bay, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Lava Ridge, CA
Factor Financial
Zachary Chiara is a CFP® professional with four years of experience in financial advising, currently the sole advisor at Factor Financial LLC. His prior roles include positions at U.S. Bancorp Investments, Bank of America, Merrill, and Thrivent Investment Management. In addition to his advisory work, he is involved with Factor Insurance Solutions as a licensed insurance agent. Factor Financial LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary wealth management and project-based financial planning. The firm employs a blend of passive and active investment strategies based on asset allocation and Modern Portfolio Theory, offering tailored portfolio management and coordinating comprehensive financial planning services.
Series 63, Series 65
Willits, CA
Primerica Advisors
Magdalena Tio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, Ukiah Adventist Hospital, Amazon, and Community Care Chaplains. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and offers advisory services through model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.
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