# Jennifer Ferguson

> Jennifer Ferguson is a fee-only financial advisor at Symphony Financial Team in Lake Mary, Florida, who holds the CFP credential. Symphony Financial Team reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jennifer-ferguson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Symphony Financial Team
- **Based in:** Lake Mary, Florida
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP
- **CRD:** 2982612 (https://adviserinfo.sec.gov/individual/summary/2982612)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1998), Series 66 (2003)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.symphonyfinancialteam.com/

## Frequently asked questions

### Is Jennifer Ferguson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Symphony Financial Team reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

Jennifer's firm, Symphony Financial Team, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Jennifer Ferguson based?

Jennifer Ferguson is based in Lake Mary, Florida.

### What credentials does Jennifer Ferguson hold?

Jennifer Ferguson holds the CFP credential.

### Is Jennifer Ferguson registered with the SEC?

Yes. Jennifer Ferguson is registered as an investment adviser representative in FL and TX (CRD 2982612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How do I contact Jennifer Ferguson?

Through Jennifer's website, www.symphonyfinancialteam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2982612): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.