He is an eagle scout and loves to surf, snow ski and travel. Outside of work, Jevin is on the board of CharityVision, a non-profit organization with a focus on creating solutions to the worldwide blindness epidemic. Jevin also served as Vice President for Smith Barney in Newport Beach, CA. Prior to joining Morgan Stanley, Jevin served as a Senior Vice President at UBS and was a member of the UBS Chairman Club in 2018. Jevin is honored to be named as one of Forbes' Best-in-State Wealth Advisors in 2018, 20. Regardless of the source of wealth, Jevin leverages the global reach and resources of Morgan Stanley to bring thoughtful solutions to address the financial needs of his clients and their families.įor more than 20 years, Jevin has been developing deep relationships with his clients, carefully guiding them through complex needs and decisions that arise in their lives. CRC 5081709 11/2022Īs a Private Wealth Advisor, Jevin Ferguson works with a select number of highly successful individuals and families, many of whom have sold a business, taken a business public, attained a new level of professional success or undergone a family transition. Barron’s is a registered trademark of Dow Jones & Company, L.P. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Research LLC based on time period from 3/31/21 – 3/31/22. Source: (Awarded January 2023) Data compiled by SHOOK With the service and commitment of a family office, we'll address your most important priorities, and provide answers to your questions about how your complex wealth can best serve you and those you care about.įrom portfolio management and pre-liquidity planning, to lending and estate planning strategies that can enhance the value of your deal, our experience and elite Morgan Stanley network will enrich your thinking and provide an ongoing source of financial opportunity today and for generations to come.Ģ023 Forbes Best-In-State Wealth Management Teams Their accomplishments are often marked by good decision making and access to the broadest range of planning and investing insight-invaluable resources for seizing the right opportunities at the right time.Īs Private Wealth Advisors, our team connects you to those resources-you'll benefit from direct access to the full depth and breadth of Morgan Stanley platforms and expertise. At the Ferguson Marks Group, we understand highly successful individuals and families.
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