Jack Ferra
Incoming 2027 Summer Analyst @ Stifel Financial Corp.
About
jferra@calpoly.edu
United States
San Luis Obispo
Financial Services
Leadership, Capital Markets, Equity Securities, Debt Securities, Public Speaking, Microsoft Excel
Experience
Incoming 2027 Summer Analyst
Stifel Financial Corp.
San Francisco, CA
Public Finance Investment Banking
Wealth Management Intern
Wealth Enhancement
Orcutt, CA
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.
President
Cal Poly Investing
Student led club – Educating members on financial markets.
Director of Corporate Outreach
Cal Poly Investing
San Luis Obispo County, CA
Member
Cal Poly Investing
Investing Analyst
805 Capital Management
San Luis Obispo County, CA
Student Managed Investment Fund.
Store Associate
Albertsons
Education
California Polytechnic State University-San Luis Obispo
Business Administration; Finance Concentration & Minor in Statistics
Central Coast New Tech High School
CCNTH emphasizes project-based, collaborative, technology-infused, student-driven learning while preparing students for college and career success.
Jack Ferra's Contact Information
Phone
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