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John Joseph Perry

Archford Capital Strategies, LLC

Swansea, IL

CRD 8075172

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Employer firm

Archford Capital Strategies, LLC CRD 164482

$1.49B regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Archford Capital Strategies, Llc

13 Wolf Creek Suite 2, Swansea, IL 62226 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-22
MO RA APPROVED 2025-04-22
  • IL RA
    APPROVED
    Since 2025-04-22
  • MO RA
    APPROVED
    Since 2025-04-22

Branch Locations

13 Wolf Creek Suite 2, Swansea, IL 62226 • 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
OrganizationCityStateFromTo
Archford Capital Strategies, Llc Swansea IL 06/2024 Present
Wake Forest University Winston-Salem NC 07/2023 05/2024
Creighton University Omaha NE 07/2019 05/2023
St. Louis University High School St. Louis MO 06/2015 05/2019
  • 06/2024 → Present
    Archford Capital Strategies, Llc
    Swansea, IL
  • 07/2023 → 05/2024
    Wake Forest University
    Winston-Salem, NC
  • 07/2019 → 05/2023
    Creighton University
    Omaha, NE
  • 06/2015 → 05/2019
    St. Louis University High School
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22

View on SEC IAPD

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Nearby Investors

DANNY THOMAS REEVES
Stephen Joseph Otto Torre
Quinn Patrick Jansen

Nearby Offices

LPL FINANCIAL LLC · SWANSEA, IL
EDWARD JONES · SWANSEA, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SWANSEA, IL

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