About Jevin Ferguson
As 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. 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.
For 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. Jevin is honored to be named as one of Forbes' Best-in-State Wealth Advisors in 2018, 2021 and 2022. 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 also served as Vice President for Smith Barney in Newport Beach, CA. Jevin received his B.S. from the University of Utah.
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. He is an eagle scout and loves to surf, snow ski and travel. Jevin and his wife Nicole live in San Clemente, CA with their four children.
2021, 2022, & 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: AL, WY, WI, WA, VA, UT, TX, TN, SC, PA, OR, OH, NY, NV, NJ, NE, ND, NC, MT, MN, MI, MD, MA, KY, IL, ID, IA, FL, DE, DC, CT, CO, CA, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1837025
CA Insurance License #: 0D96276