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portrait of Jeremy Ferrera
FINANCIAL ADVISOR

Jeremy Ferrera

1801 Roeder Ave Suite 156, Bellingham, WA 98225opens in a new window
CallSend Me a Message

About Jeremy

I am passionate about understanding your dreams and what you’re working toward before you invest your money. I see myself as not only a financial advisor, but a teacher. Before becoming a financial advisor, I taught for three years in Skagit County before moving to Japan where I taught English for 12 years.

It's very important to me that my clients become educated on investing and how to have a successful retirement and financial strategy in place. My prior experience working as a financial representative for an insurance company helps me to integrate life insurance planning into my clients' retirement...

Focus Areas

  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Sustainable investing

Work History

  • Edward JonesJune 2015 to Current

Education

  • Western Washington UniversityBachelor of Arts

Personal Interests

  • Hiking
  • Traveling
  • Spending Time with Family
  • Community Outreach
  • Fishing

Team Members

  • David Mar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(360) 671-0850

Fax

(855) 426-4545

Office Address

1801 Roeder Ave Suite 156
Bellingham, WA 98225opens in a new window

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