Jan Paul (Jp) Ferrer, Cfp®, Crpc® Email & Phone Number

Greater Chicago Area, United States

Smart planning starts with asking the right questions, as well as understanding my client’s financial needs and goals. Only then will I provide comprehensive wealth management advice and help connect all the pieces of their financial life into a cohesive plan for the future. Equally important is my attentiveness to anticipating changes and challenges in my clients’ lives and to help them be prepared to meet those circumstances as they arise. Some of my direct duties include:•Develop customized wealth management plans for individuals, their families and businesses with an understanding each client’s situation, goals and objectives, risk tolerance and investment time horizon•Help clients maintain appropriate exposures to equities, fixed income vehicles, and other strategies •Implement and monitor comprehensive plans •Serve clients consisting of high net worth retirees, small business owners and physician private practices©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-For more information on the designation(s) listed above, go to https://advisor.morganstanley.com/janpaul.ferrer-The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS# 1371436

•Developed customized wealth management plans for individuals, their families and businesses•Hosted seminars educating pre-retirees about IRA rollover considerations and Social Security and Medicare planning•Facilitated stock options exercise for major Fortune 100 companies•Set up retirement plans for small to mid-size business companies•Provided financial planning sessions with employees of businesses•Guided businesses in opening credit line accounts using security-based lending

•Series 7, 66, 9 and 10 Licensed•Managed P&L by controlling costs and facility related issues•Controlled compliance, legal, and regulatory risks by overseeing branch correspondence, marketing and advertising activities and electronic mail activities, which are audited in a yearly basis•Monitored discretionary and employee account transactions•Supervised all branch support personnel which includes recruiting and hiring, and human resources functions•Created a winning team by promoting a culture of quality, and foster team cohesiveness•Served as the Branch Information Technology Liason and Branch Security Representative•Helped open a new branch in the UBS Tower•Executed trades in equities, fixed income, options and mutual funds for clients and Financial Advisors within the highest producing branch.

•Opened new branches developed crew members•Increased revenue and profit margin of existing branches•Executed local and national promotional marketing programs•Recruited, trained and developed a highly effective team who excelled in a fast-paced environment

Certificate Program In Financial Planning

Bachelor Of Business Administration, Management & Accounting Concentration

Aas, Electronics Engineering Technology