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JP

James P. Perrone

Some features on this profile are disabled
CRD#: 4853189
JP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Patrick Perrone, who also goes by James P Perrone, Jim Perrone, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2004. James had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

James P Perrone | Jim Perrone

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 15, 2019 - September 29, 2021

EUDAIMONIA PARTNERS, LLC

RIA
CRD#: 283884
Sarasota, FL
Past

June 14, 2016 - January 16, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SARASOTA, FL
Past

June 10, 2016 - January 16, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SARASOTA, FL
Past

June 10, 2011 - April 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BRADENTON, FL
Past

April 11, 2011 - April 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BRADENTON, FL
Past

July 30, 2009 - May 27, 2010

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

April 13, 2006 - August 16, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BRADENTON, FL
Past

April 12, 2006 - August 16, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BRADENTON, FL
Past

October 28, 2004 - January 31, 2005

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/26/2004
General Securities Representative Examination

Current Firm

EP
EUDAIMONIA PARTNERS, LLC
ARDOR WEALTH MANAGEMENT, LLC | UNIVERSITY PLANNING PARTNERS | SUMMITAS INVESTMENT MANAGEMENT | STRONG TOWER WEALTH MANAGEMENT | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS, LLC | MARKED TREE WEALTH MANAGEMENT | JOHN SHAO PORTFOLIO MANAGEMENT | GUARDIAN STRATEGIC WEALTH PLANNERS | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FAMILY FORTUNE FINANCIAL, LLC | EUDAIMONIA PARTNERS, LLC | EUDAIMONIA GROUP | ELITE WEALTH MANAGEMENT, LLC | COMPLETE WEALTH 360 | CANOPY ASSET MANAGEMENT, LLC | ASSETWISE FINANCIAL GROUP

CRD#: 283884 / SEC#: 801-107836

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Contact information

Main Address
1791 Bypass Rd., Winchester, TN 37398
Mailing Address
Phone number
(877) 843-1411
Established
Firm type
Fiscal year end
# of Employees
27

Documents

Latest Form ADV

Part 2 Brochures

EUDAIMONIA PARTNERS, LLC ADV PART 2A FIRM DISCLOSURE BROCHURE (4/30/2024)

Regulatory assets under management

Total Number of Accounts2,332
AUM (Assets Under Management)$ 703,543,778

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

EUDAIMONIA PARTNERS, LLC

CRD#: 283884

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