Jeffrey Carl Perry

Current Employers

Employment History

• 06/2016 → 07/2017
  Bmo Harris Bank
  Brookfield, WI
• 07/2017 → 05/2020
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
• 05/2020 → 03/2021
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
• 03/2021 → 12/2022
  Lpl Financial Llc
  Brookfield, WI
• 01/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Kenosha, WI
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Racine, WI

Previous Registrations

• 2023-01-13 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Racine, WI
  Saint Paul, MN
  Kenosha, WI
• 2021-03-24 → 2023-01-04
  Lpl Financial Llc
  Brookfield, WI
• 2017-10-17 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
  Chicago, IL

Other Businesses

1. Tosa Commons; Not Investment-Related; Wauwatosa, WI; Condo Association; Board Member At Large; Condo Owner; 04/2022; 1 Hr/Mth; 0 Hrs/Trading; Make decisions for the association. 2. Real Estate Rental 9127; Investment-related; Milwaukee, WI; Real Estate Ownership; Owner; 12/2019; 5 Hrs/Mth; 0 Hrs/Trading; Consult with the management company that oversees the properties. 3. Real Estate Rental 4424; Investment-related; Milwaukee, WI; Real Estate Ownership; Owner; 12/2019; 5 Hrs/Mth; 0 Hrs/Trading; Consult with the management company that oversees the properties. 4. Real Estate Rental 4436; Investment-related; Milwaukee, WI; Real Estate Ownership; Owner; 12/2019; 5 Hrs/Mth; 0 Hrs/Trading; Consult with the management company that oversees the properties. 5. Real Estate Rental 4450; Investment-related; Milwaukee, WI; Real Estate Ownership; Owner; 12/2019; 5 Hrs/Mth; 0 Hrs/Trading; Consult with the management company that oversees the properties. 6. Marvell Lane Apartments LLC; Investment-related; Wauwatosa, WI; Real Estate Ownership; Owner; 11/2023; 4 Hrs/Mth; 0 Hrs/Trading; Consult with management company that oversees the properties.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-17

Other Names

• Jeff Perry