Jennifer Ferguson
Symphony Financial Team · Lake Mary, Florida
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.
Request an introduction to Jennifer →
Facts
| Firm | Symphony Financial Team |
|---|---|
| Based in | Lake Mary, Florida |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 2982612 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.symphonyfinancialteam.com |
| Profile |
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.