Inactive

Jessica Lynda Perkins

Heritage Financial Counselors, LLC

CRD 7692724

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Employer firm

Heritage Financial Counselors, LLC CRD 288232

$236M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Heritage Financial Counselors, Llc

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-02-03

NJ RA
APPROVED

Since 2023-02-03

Branch Locations

442 Main Street (Route 202), Bedminster, NJ 07921 • 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

Organization	City	State	From	To
Heritage Financial Counselors, Llc	Bedminster	NJ	08/2020	Present
Johnson & Wales University	Providence	RI	09/2018	12/2020
Bridgewater-Raritan High School	Bridgewater Township	NJ	09/2014	09/2018

08/2020 → Present

Heritage Financial Counselors, Llc

Bedminster, NJ
09/2018 → 12/2020

Johnson & Wales University

Providence, RI
09/2014 → 09/2018

Bridgewater-Raritan High School

Bridgewater Township, NJ

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

CAMILLO ALFONSO MATTEUCCI

ARMANDO GENARO DIRIENZO

BRADLEY JOHN EICH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ

WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ

ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

More in Bedminster, NJ

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