Jeffrey Douglas Perry

Employer firm

Pfg Private Wealth Management, LLC CRD 282301

$289M regulatory AUM 478 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Pfg Private Wealth Management, Llc
  Lutz, FL
• 04/2016 → 11/2017
  Mutual Securities, Inc.
  Camarillo, CA
• 07/1999 → 12/2020
  Perry Financial Group
  Lutz, FL

Previous Registrations

• 2009-12-10 → 2016-04-06
  Cambridge Investment Research Advisors, Inc.
  Lutz, FL
• 1999-06-16 → 2009-11-30
  Mml Investors Services, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

Independent Insurance Agent, Sole Proprietor, Start: 07/1999, 18572 N. Dale Mabry Hwy. Lutz, FL 33548, Insurance Agency/Agent, Not investment related, 40 hours per month, 2 hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-15

Other Names

• Jeff Perry
• Jeffrey Douglas Perry