Perry John Dufresne

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → 12/2016
  Jp Morgan Securities Llc
  Scottsdale, AZ
• 06/2016 → 12/2016
  Jp Morgan Chase Bank
  Scottsdale, AZ
• 01/2017 → 03/2022
  Keystone Wealth Partners, Llc
  Chandler, AZ
• 03/2022 → Present
  Creative Planning, Llc
  Gilbert, AZ

Previous Registrations

• 2017-03-03 → 2022-06-29
  Keystone Wealth Partners Llc
  Chandler, AZ
• 2014-04-02 → 2014-11-10
  Longboard Asset Management
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-03
• S63 Uniform Securities Agent State Law Examination
  2016-07-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Perry J Dufresne