Jason M. Peroni

FAITH INVESTOR SERVICES

Charleston, SC

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CRD#: 2754901

Professional summary

Jason Matthew Peroni, CFP®, who also goes by Jay Peroni, is a registered financial advisor currently at FAITH INVESTOR SERVICES located in Charleston, South Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Peroni

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) 10/2010 to present. Dual Returns; Owner; Research Newsletter; Cookeville TN; Non Investment Related; 10 hours/month; 1 hours during trading hours; monthly investment newsletter, paid subscriptions (2) 01/2001 to Present Independent Licensed insurance Agent; Investment Related; Life Insurance, Long-Term Care Insurance, Fixed and Indexed Annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Peroni'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

September 14, 2023 - Present

FAITH INVESTOR SERVICES

RIA

CRD#: 313337

Charleston, SC

Past

May 5, 2021 - September 15, 2023

RETIREMENT SPECIALTY GROUP, INC.

RIA

CRD#: 313166

COOKEVILLE, TN

Past

January 20, 2020 - August 31, 2020

FAITHWARD ADVISORS, LLC

RIA

CRD#: 116978

Mount Pleasant, SC

Past

November 27, 2019 - April 23, 2021

FAITHWARD CAPITAL

RIA

CRD#: 305092

Mount Pleasant, SC

Past

May 19, 2018 - December 31, 2020

SIGNAL RESEARCH GROUP LLC

RIA

CRD#: 166392

Wrightsville, PA

Past

October 5, 2010 - December 20, 2018

FAITH-BASED INVESTOR, LLC

RIA

CRD#: 154734

MOUNT PLEASANT, SC

Past

August 12, 2009 - June 8, 2010

VALUES FIRST ADVISORS, INC.

RIA

CRD#: 148532

MOUNT PLEASANT, SC

Past

October 11, 2007 - August 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BEDFORD, NH

Past

October 11, 2007 - August 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BEDFORD, NH

Past

June 24, 2005 - October 29, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

N. ANDOVER, MA

Past

June 24, 2005 - October 29, 2007

LPL FINANCIAL LLC

CRD#: 6413

N. ANDOVER, MA

Past

October 1, 2001 - July 20, 2005

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

LOWELL, MA

Past

August 10, 2001 - July 20, 2005

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

January 19, 2001 - August 2, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 4, 1997 - January 2, 2001

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

June 14, 1996 - August 20, 1996

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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".

FAITH INVESTOR SERVICES

FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA

Registered Investment Advisory firm - (5/17/2021 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(10/2/2025)

IAR

Tennessee
(9/14/2023)

IAR

Texas
(9/14/2023)

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

State Security Law Exam

IAR

Series 66

Date: 7/21/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAITH INVESTOR SERVICES

FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA

Registered Investment Advisory firm - (5/17/2021 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(214) 462-7244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAITH INVESTOR SERVICES WRAP BROCHURE (3/31/2025)

FAITH INVESTOR SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts	551
AUM (Assets Under Management)	$ 196,790,672

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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Advisor Monitoring

Firm Stability Insights

Jason M. Peroni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Peroni's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT SPECIALTY GROUP, INC.

FAITHWARD ADVISORS, LLC

FAITHWARD CAPITAL

SIGNAL RESEARCH GROUP LLC

FAITH-BASED INVESTOR, LLC

VALUES FIRST ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

FAITH INVESTOR SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2000

Series 63

Date: 7/2/1996

Series 7

Date: 12/15/1997

Series 6

Date: 6/13/1996

Current Firm

FAITH INVESTOR SERVICES

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAITH INVESTOR SERVICES

TRUST BUT VERIFY

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