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Inactive

Jacob Lawrence Perry

Interactive Financial Advisors

West Allis, WI

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Current Employers
Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-12
  • WI RA
    APPROVED
    Since 2025-09-12

Branch Locations

West Allis, WI • 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
Trugreen Brown Deer WI 03/2024 07/2025
T-Roc Milwaukee WI 01/2023 02/2024
T-Mobile Minneapolis MN 03/2017 09/2022
Landscapes Unlimited Minneapolis MN 05/2015 11/2016
Interactive Financial Advisors New Lenox IL 07/2025 Present
K-Designers Minneapolis MN 12/2016 03/2017
Unemployed Minneapolis MN 10/2022 12/2022
  • 03/2024 → 07/2025
    Trugreen
    Brown Deer, WI
  • 01/2023 → 02/2024
    T-Roc
    Milwaukee, WI
  • 03/2017 → 09/2022
    T-Mobile
    Minneapolis, MN
  • 05/2015 → 11/2016
    Landscapes Unlimited
    Minneapolis, MN
  • 07/2025 → Present
    Interactive Financial Advisors
    New Lenox, IL
  • 12/2016 → 03/2017
    K-Designers
    Minneapolis, MN
  • 10/2022 → 12/2022
    Unemployed
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

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