JF

James Michael Ferguson

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee

Creekmur Asset Management offers investment management services through a Wrap Fee Program. The wrap fee does not exceed 2.00% and includes advisory fees, AEWM's platform fee, and transaction-based fees billed by the custodian. Accounts held at Altruist are not part of the Wrap Fee Program and may be subject to certain transaction fees. The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

805 West Jackson, Suite 301, Morton, IL, 61550

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Creekmur Asset Management, LLC
February 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
December 2021 - October 2024 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC Broker
December 2021 - October 2024 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - October 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2018 - October 2021 · 3 yrs 1 mo
TD Ameritrade, INC.
February 2018 - August 2018 · 6 mos
TD Ameritrade, INC.Broker
February 2018 - August 2018 · 6 mos
TD Ameritrade Investment Management, LLC
February 2018 - August 2018 · 6 mos
Scottrade Investment Management
July 2017 - February 2018 · 7 mos
Scottrade, INC.Broker
February 2017 - February 2018 · 1 yr
E*trade Securities LLCBroker
September 2011 - February 2017 · 5 yrs 5 mos
Farmers Financial Solutions, LLCBroker
January 2008 - September 2008 · 8 mos
American Family Securities, LLCBroker
November 2007 - December 2007 · 1 mo
State Registrations2 states
ILOH
Advisor
Exams
No exam information available for this advisor.