Christopher J. Perry

CJ PERRY FINANCIAL

Berywn, PA

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CRD#: 2092404

Professional summary

Christopher John Perry, CFA, CFP® is a registered financial advisor currently at CJ PERRY FINANCIAL located in Berywn, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Christopher Perry is currently employed as adjunct instructor at Villanova University, located in Villanova, Pennsylvania. Mr. Perry has been in this position since 08/2023. This activity accounts for approximately 10% of his time and is not investment related. Clients of CJ Perry Financial are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Perry's 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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 3, 2024 - Present

CJ PERRY FINANCIAL

RIA

CRD#: 330703

Berywn, PA

Past

November 22, 2021 - November 20, 2023

BLBB ADVISORS

RIA

CRD#: 139096

MONTGOMERYVILLE, PA

Past

February 6, 1997 - November 23, 1998

INVESTEC INC.

CRD#: 18553

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/3/2024)

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.

Exams

General Industry/Product Exam

Series 7

Date: 2/5/1997

General Securities Representative Examination

Current Firm

CJ PERRY FINANCIAL

CJ PERRY FINANCIAL | CJ PERRY FINANCIAL, LLC

CRD#: 330703 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/3/2024 Approved)

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Contact information

Main Address

Berywn, PA

Mailing Address

Phone number

(610) 220-1833

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,053,679

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher J. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CJ PERRY FINANCIAL

BLBB ADVISORS

INVESTEC INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 2/5/1997

Current Firm

CJ PERRY FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CJ PERRY FINANCIAL

TRUST BUT VERIFY

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