Jeffrey Perry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 02/2015 → 11/2021
  Lpl Financial Llc
  Potomac Falls, VA
• 03/2015 → 11/2021
  Wealthcare Advisory Partners Llc
  Potomac Falls, VA
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Potomac Falls, VA
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Potomac Falls, VA
• 11/2021 → 03/2023
  Concurrent Advisors
  Potomac Falls, VA
• 11/2021 → Present
  Covenant Capital
  Potomac Falls, VA

Previous Registrations

• 2015-03-11 → 2021-11-10
  Wealthcare Advisory Partners Llc
  Sterling, VA
  West Chester, PA
  Sterling, VA
  Sterling, VA
  Sterling, VA
• 2015-01-02 → 2015-03-12
  Msi Financial Services, Inc.
  Leesburg, VA
• 2012-05-11 → 2015-01-02
  New England Securities
  Elkridge, MD
  Leesburg, VA

Other Businesses

(1)Name of Business: ClearPath Advisors Address: 46090 Lake Center Plz Ste 206, Potomac Falls, VA, 20165-5878, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: personal support company for tax filing purposes (2)Name of Business: Covenant Capital Address: 46090 Lake Center Plz Ste 101, Potomac Falls, VA, 20165-5877, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Co-Owner (3)Name of Business: Trinity Church of Loudoun Address: 900 Sycolin rd, Leesburg, VA, 20175, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Working with the Deacon of Finance to talk through the financial state of the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-05
• S63 Uniform Securities Agent State Law Examination
  2010-01-28

Other Names

• Jeffrey Jb Perry