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JP

Jarrod N. Perry

CREWE ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 4290879
JP

Professional summary

Jarrod Nicholaus Perry, who also goes by Jarrod Nick Perry, Nick Perry, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah.

Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jarrod has worked at 4 firms and has passed the Series 66, Series 7 and Series 31 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jarrod Nick Perry | Nick Perry

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) - RIA

Click below to view Jarrod Nicholaus 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

May 19, 2022 - Present

CREWE ADVISORS

Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101
RIA
CRD#: 173920
Salt Lake City, UT
Past

October 1, 2008 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
HOUSTON, TX
Past

October 1, 2008 - August 8, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

October 31, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
SCOTTSDALE, AZ
Past

August 24, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SCOTTSDALE, AZ
Past

February 5, 2001 - August 17, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC

CRD#: 173920 / SEC#: 801-80723

RIA
Registered Investment Advisory firm - (1/2/2015 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
Texas
(8/17/2023)
IAR
Utah
(5/19/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 2/27/2001
Futures Managed Funds Examination

Current Firm

CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC

CRD#: 173920 / SEC#: 801-80723

RIA
Registered Investment Advisory firm - (1/2/2015 Approved)
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Contact information

Main Address
650 S. Main Street Suite 700, Salt Lake City, UT 84101
Mailing Address
Phone number
(385) 355-2700
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREWE ADVISORS FORM ADV PART 2A BROCHURE (6/5/2025)

Regulatory assets under management

Total Number of Accounts1,711
AUM (Assets Under Management)$ 2,512,342,970

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.

Company Information

CREWE ADVISORS

CRD#: 173920Salt Lake City, UT 84101

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