James Ferris, CFP®, MBA

Bristol, Connecticut, United States

1000 followers

Timeline
About me
Wealth Manager
Education
- Tolland high school
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- Questrom school of business, boston university
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  Master of business administration - mba finance
- University of massachusetts at amherst - isenberg school of management
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  Bachelor of business administration (bba) investment finance
Experience
- Massachusetts small business development center network southeast regional office
  Jan 2013 - May 2013
  Financial consultant
- Oracle
  Jun 2013 - Mar 2021
  Customer experience
- Columbia threadneedle investments, us
  Mar 2021 - Feb 2023
  Investment consultant
- Lpl financial
  Mar 2023 - now
  The ferris financial group
  • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
Licenses & Certifications
- Certified financial planner (cfp)
  Cfp board
  Feb 2024