Best Investors Account Sign in
Inactive

Jessica Lynda Perkins

Heritage Financial Counselors, LLC

Bedminster, NJ

Claim This Profile
Current Employers
Heritage Financial Counselors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
WISS PRIVATE CLIENT ADVISORS, LLC
JACOBS LEVY EQUITY MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROCKEFELLER FINANCIAL LLC
MARINER

Other Investors

CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH
MICHAEL JAMES METZGER
RAKEMA LAWYELL WHITE
SCOTT L. CIRELLI
ANDREW J MANGANIELLO
NICHOLAS DANIEL CAMPANILE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ
WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ

More in Bedminster, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor