James Ferguson, CFP® Roan Capital Partners

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About James Ferguson, CFP®

James is from South Carolina originally and has lived in nearly each major metro area of the east coast for work. He gladly calls East Tennessee home now and loves the mountains. He graduated from The Citadel, The Military College of South Carolina with Honors and holds the CERTIFIED FINANCIAL PLANNER(TM) marks. James is active in his community, loves spending time outdoors with his wife and daughter and was recently named “40 under 40” with the Business Journal of Tri-Cities TN/VA. Currently he is working towards the Darden M.B.A. from the University of Virginia-Charlottesville in the executive format.

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Ideal Clients

  • Business Executives
  • Gen X
  • Medical Professionals
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly: $95+
  • AUM: .60%

SEC Records

States Registered

  • Tennessee

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