Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Joseph Ferguson

Senior Vice President–Wealth Management

Joe has over 35 years of financial services experience in the investment field. Early in his career he spent three years on a municipal bond trading desk, during which time he developed an in-depth knowledge of the bond market. His extensive experience in the fixed income and equity markets allows him to provide clients with high level financial planning and professional investment management services. Joe has a B.S. in Business Administration from the University of Oregon, and is Series 7 and 66 securities licensed.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. - Business Administration, University of Oregon

Credentials

  • Senior Portfolio Manager
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 248-1302

Email Me

Joseph Ferguson is also part of:
Wrenn Ferguson Group

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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