Profile
James William Ferrell is the founder of Chastang, Ferrell, Sims & Eiserman LLC, founded in 1984, and Ferrell Wealth Management, Inc., founded in 1996.
At Ferrell Wealth Management, he held the title of President from 1996 to 2020.
Prior to his founding positions, he worked as a Senior Consultant at Pricewaterhouse LLP from 1982 to 1984.
Mr. Ferrell received his undergraduate degree from the University of Central Florida in 1980 and his MBA from The Florida State University College of Business in 1982.
Former positions of Jimmy Ferrell
| Companies | Position | End |
|---|---|---|
Ferrell Wealth Management, Inc.
 Ferrell Wealth Management, Inc. Investment ManagersFinance Ferrell Wealth Management, Inc. (FWM) is a wealth management firm headquartered in Winter Park, Florida. The firm was founded by James Ferrell in 1996 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. FWM provides comprehensive financial planning and investment strategies to individuals, trusts, estates, non-profit organizations, professional and religious organizations, corporations, pension plans, and private pooled funds. | Chief Executive Officer | 2020-02-29 |
| Chastang, Ferrell, Sims & Eiserman LLC | Founder | 2006-10-31 |
| Pricewaterhouse LLP | Corporate Officer/Principal | 1984-08-31 |
Training of Jimmy Ferrell
| University of Central Florida | Undergraduate Degree |
| The Florida State University College of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Pricewaterhouse LLP | Commercial Services |
| Chastang, Ferrell, Sims & Eiserman LLC | Commercial Services |
Ferrell Wealth Management, Inc.
Ferrell Wealth Management, Inc. Investment ManagersFinance Ferrell Wealth Management, Inc. (FWM) is a wealth management firm headquartered in Winter Park, Florida. The firm was founded by James Ferrell in 1996 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. FWM provides comprehensive financial planning and investment strategies to individuals, trusts, estates, non-profit organizations, professional and religious organizations, corporations, pension plans, and private pooled funds. | Finance |
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