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James Gerald Perry

Edward Jones

Cape Coral, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-26
FL RA APPROVED 2014-09-09
  • TX RA
    APPROVED
    Since 2023-01-26
  • FL RA
    APPROVED
    Since 2014-09-09

Branch Locations

234 Del Prado Blvd N #6B, Cape Coral, FL 33909 • 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
Edward Jones St Louis MO 09/2014 Present
Previous Registrations
  • 2014-01-23 → 2014-09-19
    Alphastar Capital Management
    Cape Coral, FL
    Cornelius, NC
  • 2013-02-19 → 2014-01-15
    Capital Financial Services, Inc.
    Cape Coral, FL
    Perham, MN
  • 2011-08-17 → 2013-02-13
    Global Financial Private Capital, Inc.
    Fort Meyers, FL
    Sarasota, FL
  • 2010-07-29 → 2011-03-24
    Park Avenue Securities Llc
    Estero, FL
  • 2007-01-04 → 2010-07-12
    Msi Financial Services, Inc.
    Naples, FL
    Ft. Myers, FL
    Ft. Myers, FL
    Naples, FL
  • 2005-10-20 → 2006-08-11
    Morgan Stanley Dw Inc.
    Cape Coral, FL
    Ft. Myers, FL
    Cape Coral, FL
Other Businesses

Rotary International Cape Coral, FL Start date: 11/15/2006 Foundation Chairman Hours per week: 0 Hours during trading: 0 Chairman of our Club Foundation for volunteer activities. Vote on where to direct the funds raised.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-18
  • S66 Uniform Combined State Law Examination
    2005-10-18
Designations
Other Names
  • James Perry

View on SEC IAPD

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AARON TIMOTHY KOWAL
SARAH BETH JAKUBOWSKI
PETER CASCIOTTA

Other Offices

LPL FINANCIAL LLC · CAPE CORAL, FL
WELLS FARGO CLEARING SERVICES, LLC · CAPE CORAL, FL
FIFTH THIRD SECURITIES, INC. · CAPE CORAL, FL
EDWARD JONES · CAPE CORAL, FL
CREATIVE PLANNING · Cape Coral, FL
PFS INVESTMENTS INC. · CAPE CORAL, FL
CORECAP ADVISORS · Cape Coral, FL
BLUEPRINT FINANCIAL ADVISORS · Cape Coral, FL

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