Jeffrey A. Perry
Professional summary
Jeffrey Alan Perry, ChFC®, CLU®, who also goes by Jeff Perry, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Folsom, California and INNOVATION PARTNERS LLC located in Folsom, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Perry's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 8, 2024 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 13405 Folsom Blvd., Suite 400, Folsom, CA 95630October 2, 2024 - Present
INNOVATION PARTNERS LLC
Office #1: 13405 Folsom Blvd. Suite 400, Folsom, CA 95630July 2, 2003 - August 30, 2024
OSAIC FS, INC.
May 20, 2003 - August 30, 2024
OSAIC FS, INC.
March 12, 2002 - June 10, 2003
SIGNATOR INVESTORS, INC.
January 2, 1998 - March 6, 2002
CADARET, GRANT & CO., INC.
June 25, 1997 - January 2, 1998
PINEBRIDGE SECURITIES LLC
April 13, 1988 - June 20, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/26/2024)
(10/3/2024)
(10/8/2024)
(10/17/2024)
(1/24/2025)
(10/16/2024)
(11/4/2024)
(10/9/2024)
(10/23/2024)
(1/21/2025)
(10/30/2024)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Folsom, CA 95630TRUST BUT VERIFY
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