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Jarrod Nicholaus Perry

Crewe Advisors

Salt Lake City, UT

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Current Employers
Crewe Advisors

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-17
UT RA APPROVED 2022-05-19
  • TX RA
    APPROVED
    Since 2023-08-17
  • UT RA
    APPROVED
    Since 2022-05-19

Branch Locations

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keybank National Association Salt Lake City UT 07/2014 05/2022
Crewe Advisors Salt Lake City UT 05/2022 Present
  • 07/2014 → 05/2022
    Keybank National Association
    Salt Lake City, UT
  • 05/2022 → Present
    Crewe Advisors
    Salt Lake City, UT
Previous Registrations
  • 2008-10-01 → 2012-05-15
    J.P. Morgan Securities Llc
    Houston, TX
    Phoenix, AZ
    Houston, TX
  • 2007-10-31 → 2008-10-01
    J.P. Morgan Securities Inc.
    Scottsdale, AZ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-30
  • S66 Uniform Combined State Law Examination
    2007-10-30
Designations
Other Names
  • Nick Perry
  • Jarrod Nick Perry

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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