James B. Ferguson,  CFP<sup>&reg;</sup> - Financial Advisor

James B. Ferguson, CFP®


J Ferguson Financial, Inc.

1550 Midnight Pass Way
Clearwater, FL 33765
(727) 385-4177


James Ferguson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J Ferguson Financial, Inc. in Clearwater, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

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

Broker-Dealer Affiliation

American Portfolios Financial Services, Inc.

Financial Advisor's 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


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