Jason Michael Perry

Current Employers

Employment History

• 05/2015 → 02/2019
  Janney Montgomery Scott Llc
  Naples, FL
• 02/2019 → 06/2024
  Securities America, Inc.
  Estero, FL
• 02/2019 → 06/2024
  Securities America Advisors, Inc.
  Estero, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Estero, FL

Previous Registrations

• 2019-03-07 → 2024-06-14
  Securities America Advisors, Inc.
  Estero, FL
• 2015-05-26 → 2019-03-07
  Janney Montgomery Scott Llc
  Naples, FL
• 2009-10-12 → 2015-05-01
  Edward Jones
  Bonita Springs, FL
  Bonita Springs, FL
  Ft Myers, FL
  Estero, FL
  St Louis, MO

Other Businesses

1. Securities America Advisors Position: Financial Advisor Nature: Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/15/2019 Address: 4700 Via Teramo, Estero FL 34134-4961 2. Insurance Sales Position: Financial Advisor - Insurance Agent Nature: Insurance Sales Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 02/15/2019 Address: 4700 Via Teramo, Estero FL 34134-4961 3. Dial Tone Consulting, LLC Position: CFO - (in title only) Nature: Dial Tone Consulting, LLC Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 02/15/2019 Address: 4700 Via Teramo, Estero FL 34134-4961 4. Christy's Cause, Inc. Position: Advisory Council Member Nature: Christy's Cause, Inc. Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 02/15/2019 Address: 22100 S. TAMIAMI TRAIL, Estero FL 33928 5. DBA: SymboliQ Wealth Management 6. SYMBOLIQ WEALTH MANAGEMENT, LLC POSITION: Founder, Owner, Producer NATURE: Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/15/2019 ADDRESS: 4700 Via Teramo, Estero FL 34134-4961 DESCRIPTION: Production Group Leader, Wealth Advisor

Exams

• S66 Uniform Combined State Law Examination
  2009-10-02