Janis K. Winnett

PERENNIAL FINANCIAL SERVICES

CANTON, GA

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CRD#: 1825185

Professional summary

Janis Kibbie Winnett, who also goes by Janis Irene Kibbie, Janis Rowe Kibbie, Janis Irene Rowe, Janis K Winnett, Janis Winnett, is a registered financial advisor currently at PERENNIAL FINANCIAL SERVICES located in Canton, Georgia and LPL FINANCIAL LLC located in Canton, Georgia.

Janis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Janis has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janis Irene Kibbie | Janis Rowe Kibbie | Janis Irene Rowe | Janis K Winnett | Janis Winnett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/2024 - TN SINGLE FAMILY RESIDENTIAL RENTALS - REAL ESTATE RENTAL - INV RELATED - 1 HOUR/MONTH - 1 HOUR DURING TRADING - GA 30114 - OBA START DATE: 03/20/2013. 2. 11/19/2024 - Perennial Investment Advisors, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/18/2024 - 120 Hours per Month/ 6 Hours During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janis Kibbie Winnett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 26, 2024 - Present

PERENNIAL FINANCIAL SERVICES

RIA

CRD#: 286477

CANTON, GA

Current

November 18, 2024 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANTON, GA

Past

January 13, 2021 - November 18, 2024

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Canton, GA

Past

November 5, 2020 - November 18, 2024

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Canton, GA

Past

July 31, 2009 - December 31, 2020

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

Canton, GA

Past

May 7, 2004 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

Canto, GA

Past

May 7, 2004 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

SAN JOSE, CA

Past

July 8, 2002 - May 12, 2004

IFMG SECURITIES, INC.

RIA

CRD#: 14416

SAN JOSE, CA

Past

August 1, 1991 - May 12, 2004

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

December 7, 1990 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Past

May 25, 1988 - December 3, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERENNIAL FINANCIAL SERVICES

CRD#: 286477 / SEC#: 801-110619

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/18/2024)

California
(11/18/2024)

Colorado
(11/18/2024)

Georgia
(11/18/2024)

IAR

Georgia
(11/26/2024)

Minnesota
(11/18/2024)

Missouri
(11/18/2024)

Nevada
(11/18/2024)

New York
(11/18/2024)

Pennsylvania
(11/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PERENNIAL FINANCIAL SERVICES

CRD#: 286477 / SEC#: 801-110619

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

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Contact information

Main Address

11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025

Mailing Address

Phone number

(310) 445-2504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (5/28/2025)

FORM ADV PART 2A, APP 1 - WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,833
AUM (Assets Under Management)	$ 1,898,116,372

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.

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Janis K. Winnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janis Kibbie Winnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CREATIVEONE SECURITIES, LLC

CREATIVEONE WEALTH, LLC

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

PAMCO SECURITIES AND INSURANCE SERVICES

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PERENNIAL FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1993

Series 63

Date: 11/10/1993

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1988

FINRA

Current Firm

PERENNIAL FINANCIAL SERVICES

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERENNIAL FINANCIAL SERVICES

TRUST BUT VERIFY

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