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James B. Ferguson, CFP®, CLU, ChFC

J Ferguson Financial, Inc.

14141 46th St N
Suite 1213
Clearwater, FL 33762-3860
Phone: (727) 823-6555
Fax: (727) 823-6566

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Household Income Minimum: $75,000
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Disaster Recovery
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Tangible Assets
  • Sudden Wealth

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance: FL, TN, NC, MS, Health/disability insurance: FL, TN, NC, MS, Fixed annuities: FL, TN, NC, MS, Variable annuities: FL, TN, NC, MS
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.