Samuel Wade Perry

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of 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

• 05/2014 → 02/2023
  Mfs Fund Distributors, Inc.
  Fort Worth, TX
• 03/2023 → 05/2023
  Sanctuary Securities, Inc.
  Fort Worth, TX
• 03/2023 → 05/2023
  Sanctuary Advisors, Llc
  Fort Worth, TX
• 06/2023 → Present
  Jpmorgan Chase Bank Na
  Fort Worth, TX
• 06/2023 → Present
  Jpmorgan Securities Llc
  Fort Worth, TX

Previous Registrations

• 2023-03-01 → 2023-06-01
  Sanctuary Advisors, Llc
  Ft. Worth, TX
• 2014-05-27 → 2023-03-01
  Mfs Institutional Advisors Inc.
  Boston, MA
  Midland, TX
• 2013-09-23 → 2014-04-30
  Edward Jones
  Scottsdale, AZ
• 2013-06-13 → 2013-08-06
  Protective Wealth Management, Llc
  Scottsdale, AZ
• 2012-09-12 → 2013-03-18
  Bny Mellon Securities Corporation
  Phoenix, AZ
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-11
• S63 Uniform Securities Agent State Law Examination
  1991-06-13

Other Names

• Sam Perry