Justin Sean Perri

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 12/2018 → 07/2020
  Suntrust Investment Services Inc
  Atlanta, GA
• 12/2018 → 07/2020
  Suntrust Bank
  Greensboro, FL
• 10/2016 → 12/2018
  Suntrust Bank
  Kernersville, NC
• 06/2014 → 10/2016
  Suntrust Bank
  Lexington, NC
• 07/2020 → 02/2021
  First Horizon Bank
  Winston Salem, NC
• 05/2021 → 12/2021
  Wells Fargo Clearing Services, Llc
  High Point, NC
• 05/2021 → 12/2021
  Wells Fargo Bank, Na
  High Point, NC
• 12/2021 → Present
  Hometrust Bank
  Cornelius, NC
• 12/2021 → Present
  Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.)
  Cornelius, NC

Previous Registrations

• 2021-06-24 → 2021-12-20
  Wells Fargo Clearing Services, Llc
  High Point, NC
  Winston Salem, NC
• 2020-09-25 → 2021-02-25
  First Horizon Advisors, Inc.
  Winston Salem, NC

Other Businesses

1.) Kidz Dreamz Klub. Not investment related. Providing affordable after school and summer day camp programs for area youth. Board member/Volunteer. Started Jan 2021.Approx 2 hours per month not during trading hours. 2.) HomeTrust bank. Yes, investment related. banking. Started Dec 2021. Sr. Licensed Professional Banker. Approx 160 hours per month. Approx 136 during trading hours. 3.) Lexington Kiwanis Club. Member Board Member.Club member as of 2023. Serving on board since 2024. Approx 6 hours per month during trading hours. Weekly club meetings, quarterly board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-25
• S63 Uniform Securities Agent State Law Examination
  2019-02-22

Other Names

• Justin Perri
• Justin S Perri
• Justin Sean Perri