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Joseph Scott Ferguson

Advisor at Edward Jones — Denison, IA Broadway

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Denison, IA 51442

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joseph Ferguson is a financial advisor at Edward Jones in Denison, IA, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Denison, IA Broadway

1325 Broadway

Denison IA 51442

Advisors at this office

2

Most active in

Iowa · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Neal M

Series 66

Denison, IA

Thrivent Investment Management

Neal Meseck is a financial advisor with Thrivent Investment Management in Denison, IA, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Neal owns a farm where he manages alfalfa crops, raises Tibetan yaks for meat and fiber, serves as vice president of the Audubon County Iowa Fair Board, and is a council member of the Exira Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics through a network of advisors. The firm emphasizes holistic, goal-based analyses and keeps planning services separate from portfolio management, focusing on ongoing advice without discretionary trading authority.

Business ownership considerations
user avatar

Carolyn S

Series 63, Series 66

Denison, IA

Wells Fargo Advisors

Carolyn Starkweather is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she acts as a brand ambassador for Red Aspen, selling beauty products. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad financial planning menu and integrates advisory services with various financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory G

Series 63, Series 66

Denison, IA

Edward Jones

Gregory Gallup is a financial advisor with Edward Jones in Denison, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jenette M

Series 66

Dunlap, IA

Edward Jones

Jenette Martens is a Series 66-licensed financial advisor with Edward Jones in Dunlap, Iowa, where she has worked since 2016. She has nine years of industry experience. Outside of her advisory role, she is involved as a consultant for a scented wax and burner sales company and owns an agricultural business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Greg H

Series 66

Denison, IA

Edward Jones

Greg Hansman is a financial advisor at Edward Jones in Denison, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mark G

Series 63

Denison, IA

Ameriprise

Mark Gray is a financial advisor with Ameriprise in Denison, Iowa, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1985 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Gray serves as Treasurer on the Board of Directors for Gideons International, Commander of the VFW Ninus L. Hunt Post 2504, and Chairman of the Eventide Lutheran Home for the Aged. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs research, modeling, and tax-efficiency analysis to support client recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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