Jacob Andrew Perry

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2021-07-21
CA	RA	APPROVED	2021-07-21
CO	RA	APPROVED	2021-07-21
FL	RA	APPROVED	2021-07-21
GA	RA	APPROVED	2021-07-21
ID	RA	APPROVED	2021-07-21
IL	RA	APPROVED	2021-07-21
MS	RA	APPROVED	2021-07-21
MO	RA	APPROVED	2021-07-21
MT	RA	APPROVED	2021-07-21
NV	RA	APPROVED	2021-07-21
NH	RA	APPROVED	2021-07-21
NM	RA	APPROVED	2021-07-21
NC	RA	APPROVED	2021-07-21
OH	RA	APPROVED	2021-07-21
SC	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2021-07-21
VA	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21
WY	RA	APPROVED	2021-07-21

AL RA
APPROVED

Since 2021-07-21
CA RA
APPROVED

Since 2021-07-21
CO RA
APPROVED

Since 2021-07-21
FL RA
APPROVED

Since 2021-07-21
GA RA
APPROVED

Since 2021-07-21
ID RA
APPROVED

Since 2021-07-21
IL RA
APPROVED

Since 2021-07-21
MS RA
APPROVED

Since 2021-07-21
MO RA
APPROVED

Since 2021-07-21
MT RA
APPROVED

Since 2021-07-21
NV RA
APPROVED

Since 2021-07-21
NH RA
APPROVED

Since 2021-07-21
NM RA
APPROVED

Since 2021-07-21
NC RA
APPROVED

Since 2021-07-21
OH RA
APPROVED

Since 2021-07-21
SC RA
APPROVED

Since 2021-07-21
TX RA
APPROVED_RES

Since 2021-07-21
VA RA
APPROVED

Since 2021-07-21
WA RA
APPROVED

Since 2021-07-21
WY RA
APPROVED

Since 2021-07-21

Branch Locations

201 W North River Dr Ste 500, Spokane, WA 99201 • 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

Organization	City	State	From	To
Waddell & Reed, Inc.	Spokane	WA	08/2015	07/2021
Whitman Hospital	Colfax	WA	11/2015	Present
Various Insurance Carriers For W & R Insurance Agencies	Spokane	WA	01/2016	07/2021
Susan G. Komen	Spokane	WA	11/2016	05/2017
Eagle Ridge Homeowners Association	Spokane	WA	01/2018	Present
The Fig Tree	Spokane	WA	01/2018	07/2019
American Cancer Society	Spokane	WA	01/2018	07/2019
Shadle High School	Spokane	WA	05/2018	07/2019
American Red Cross	Spokane	WA	02/2019	Present
Lpl Financial, Llc	Spokane	WA	07/2021	Present

08/2015 → 07/2021

Waddell & Reed, Inc.

Spokane, WA
11/2015 → Present

Whitman Hospital

Colfax, WA
01/2016 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Spokane, WA
11/2016 → 05/2017

Susan G. Komen

Spokane, WA
01/2018 → Present

Eagle Ridge Homeowners Association

Spokane, WA
01/2018 → 07/2019

The Fig Tree

Spokane, WA
01/2018 → 07/2019

American Cancer Society

Spokane, WA
05/2018 → 07/2019

Shadle High School

Spokane, WA
02/2019 → Present

American Red Cross

Spokane, WA
07/2021 → Present

Lpl Financial, Llc

Spokane, WA

Previous Registrations

2016-01-01 → 2021-07-21

Waddell & Reed

Spokane, WA

Seattle, WA

Spokane, WA

Seattle, WA

Other Businesses

1. 8/20/2021 - RIVERVIEW WEALTH STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/15/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 9/15/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-30

S66 Uniform Combined State Law Examination

2015-12-30

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews