Justin M. Perry

ADVENTIX GLOBAL MARKETS LLC

Hauppauge, NY 11788

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CRD#: 2972607

Professional summary

Justin Maxwell Perry is a registered financial professional currently at ADVENTIX GLOBAL MARKETS LLC located in Hauppauge, New York.

Justin is registered as a RR (Registered Representative) and started their career in finance in 1998. Justin has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Maxwell Perry'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

January 26, 2025 - Present

ADVENTIX GLOBAL MARKETS LLC

Office #1: 150 Motor Parkway 4th Floor, Hauppauge, NY 11788

CRD#: 170640

Hauppauge, NY

Past

September 8, 2023 - July 9, 2025

ICON CAPITAL GROUP, LLC

CRD#: 4029

NEWPORT BEACH, CA

Past

October 24, 2022 - September 1, 2023

MARCO POLO SECURITIES INC.

CRD#: 46561

NEW YORK, NY

Past

April 13, 2016 - December 14, 2016

BNP PARIBAS SECURITIES CORP.

CRD#: 15794

NEW YORK, NY

Past

July 24, 2013 - July 21, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

February 11, 2010 - April 23, 2013

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

July 15, 2009 - November 9, 2009

KNIGHT LIBERTAS LLC

CRD#: 124790

GREENWICH, CT

Past

August 8, 2001 - October 9, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 19, 1998 - August 16, 1999

EWING BEMISS

CRD#: 32214

RICHMOND, VA

State Registrations and Notice Filings

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

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

California
(1/26/2025)

New York
(1/26/2025)

Exams

State Security Law Exam

Series 63

Date: 10/17/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/24/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/13/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ADVENTIX GLOBAL MARKETS LLC

ADVENTIX GLOBAL MARKETS LLC | JACKSON SQUARE PARTNERS | ANGEL ISLAND DEALER SERVICES, LLC | ANGEL ISLAND CAPITAL SERVICES, LLC

CRD#: 170640 / SEC#: , 8-69427

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

150 Motor Parkway 4th Floor, Hauppauge, NY 11788

Mailing Address

150 Motor Parkway 4th Floor, Hauppauge, NY 11788

Phone number

(516) 680-6630

Established

Delaware since 12/26/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (3 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JACKSON SQUARE PARTNERS (FORMER NAME: ARDENT FINANCIAL LIMITED (UNITED KINGDOM)	100% OWNER
MCCLEAN, DAVID EDWARD	FINOP, CFO, CCO
PERRY, JUSTIN MAXWELL	CEO	2972607

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Justin M. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Maxwell Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

ICON CAPITAL GROUP, LLC

MARCO POLO SECURITIES INC.

BNP PARIBAS SECURITIES CORP.

J.P. MORGAN SECURITIES LLC

UBS SECURITIES LLC

KNIGHT LIBERTAS LLC

LEHMAN BROTHERS INC.

EWING BEMISS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/17/2022

Series 7TO

Date: 10/24/2022

SIE

Date: 10/1/2022

Series 7

Date: 3/16/1998

Series 24

Date: 12/13/2024

FINRA

Current Firm

ADVENTIX GLOBAL MARKETS LLC

Contact information

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ADVENTIX GLOBAL MARKETS LLC

TRUST BUT VERIFY

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