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JL

Jeffrey James Loperfido

AMERITY WEALTH MANAGEMENT

Boynton Beach, FL

·CRD# 4049895·26 years experience

Professional Summary

Jeffrey James Loperfido, who also goes by Jeff Loperfido, Jeffrey James Loperfido, Jeffrey Loperfido, is a registered financial advisor currently at AMERITY WEALTH MANAGEMENT, LLC located in Boynton Beach, Florida. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeff Loperfido, Jeffrey James Loperfido, Jeffrey Loperfido

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

AMERITY WEALTH MANAGEMENT, LLC·CRD# 322265

RIA

1500 Gateway Boulevard Suite 220, Office 1, Boynton Beach, FL 33426

October 16, 2026 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.·CRD# 3487

RIA

Boynton Beach, FL

May 1, 2026 - September 2, 2026

STATE FARM VP MANAGEMENT CORP.·CRD# 43036

BD

Bloomington, IL

December 22, 2025 - September 2, 2026

ALLSTATE FINANCIAL ADVISORS, LLC·CRD# 109524

RIA

Tamarac, FL

June 10, 2021 - June 30, 2025

ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272

BD

Tamarac, FL

June 3, 2021 - June 30, 2025

PRUCO SECURITIES, LLC.·CRD# 5685

RIA

West Palm Beach, FL

October 26, 2020 - May 3, 2021

PRUCO SECURITIES, LLC.·CRD# 5685

BD

West Palm Beach, FL

October 21, 2020 - May 3, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413

RIA

Boynton Beach, FL

July 16, 2020 - October 6, 2020

J.P. MORGAN SECURITIES LLC·CRD# 79

RIA

Boynton Beach, FL

June 2, 2016 - April 9, 2020

J.P. MORGAN SECURITIES LLC·CRD# 79

BD

Boynton Beach, FL

May 25, 2016 - April 9, 2020

BB&T INVESTMENT SERVICES, INC.·CRD# 33856

RIA

Alexandria, VA

October 4, 2010 - April 18, 2016

BB&T INVESTMENT SERVICES, INC.·CRD# 33856

BD

Alexandria, VA

August 20, 2010 - April 18, 2016

CUSO FINANCIAL SERVICES, L.P.·CRD# 42132

BD

Washington, DC

December 10, 2009 - August 23, 2010

NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110

BD

Columbus, OH

March 24, 2008 - January 13, 2009

GUARDIAN INVESTOR SERVICES LLC·CRD# 6635

BD

New York, NY

October 19, 2007 - March 10, 2008

COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158

BD

Jersey City, NJ

February 17, 2004 - October 15, 2007

EQUITABLE DISTRIBUTORS, LLC·CRD# 25900

BD

Charlotte, NC

February 3, 2000 - May 30, 2003

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Current Firm

AW

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - SEC (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - Florida (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - Georgia (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

Phone Number

(863) 683-1750

# of Employees

17

SEC notice filing (21 States and Territories)

Registered to provide investment advisory services in 21 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMERITY WEALTH FORM ADV PART 2A (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,089

AUM (Assets Under Management)

$338,837,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Michael Loolara's Insurance Agency; Investment-related; 8755 Sullivan Rd Bldg 3 Ste C Baton Rouge, LA 70818 and 3145 Market St Jackson, LA 70748-5407; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/14/2025; 80; 80; Service customers 2) Justin Clemmons' Insurance Agency; Investment-related; 594 Asbury Dr Ste A Mandeville, LA 70471-4101; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/30/2025; 80; 80; Service customers 3) Alex McGehee's Insurance Agency; Investment-related; 2148 Government St Baton Rouge, LA 70806-5366; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/03/2025; 80; 80; Service customers 4) Dustin Dupepe's Insurance Agency; Investment-related; 68425 Highway 59 Ste 2 Mandeville, LA 70471-7753; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/15/2025; 80; 80; Service customers

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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".

AW

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - SEC (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - Florida (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - Georgia (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - Tennessee (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Florida
(10/16/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2000About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2002About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Loperfido's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JL

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