JP is a Senior Vice President and Senior Portfolio Manager at Morgan Stanley. With over 20 years of financial services experience, he holds multiple certifications and has earned the prestigious designation of Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Throughout his career, Ferrer has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Ferrer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Texas.
JP received his Bachelors in Business Administration from Robert Morris University and worked for 14 years in the management industry before transitioning over into the financial sector, where he now advises and develops customized wealth management plans for individuals, their families, and their businesses.
As a community leader and entrepreneur, JP utilizes his talents to help provide jobs for weavers and farmers in the Philippines via his social venture, Ambension, in collaboration with the Chicagoland Gawad Kalinga supporters. Jan was inducted into the Filipino Youth Leadership Program (FYLPro) in 2014 by the Philippine Ambassador to the United States, Honorable Jose Cuisia. JP is very passionate about empowering women, and he utilizes his talents to help provide jobs for women in his social enterprise.
He enjoys fishing, volunteering in local town initiatives based on fine art, and fundraising for youth scholarships.