AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JP

Jermaine D. Perrien

SYMETRA SECURITIES
Bellevue, WA 98004-5153
Some features on this profile are disabled
CRD#: 4908061
JP

Professional summary

Jermaine Dwain Perrien, who also goes by Jermaine Perrien, is a registered financial professional currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington.

Jermaine is registered as a RR (Registered Representative) and started their career in finance in 2005. Jermaine has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jermaine Perrien

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 Jermaine Dwain Perrien's 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

November 25, 2015 - Present

SYMETRA SECURITIES, INC.

Office #1: 777 108th Avenue Ne Suite 1200, Bellevue, WA 98004-5153
BD
CRD#: 739
Bellevue, WA
Past

August 20, 2014 - November 2, 2015

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
TACOMA, WA
Past

October 1, 2012 - March 15, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
RENTON, WA
Past

October 1, 2012 - March 15, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
RENTON, WA
Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
RENTON, WA
Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
RENTON, WA
Past

October 26, 2006 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
RENTON, WA
Past

October 26, 2006 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
RENTON, WA
Past

March 22, 2006 - September 25, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TACOMA, WA
Past

March 22, 2006 - September 25, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TACOMA, WA
Past

May 9, 2005 - February 22, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SEATTLE, WA
Past

March 24, 2005 - February 22, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
SEATTLE, WA

State Registrations and Notice Filings

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

RR
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

RR
Arizona
(4/12/2024)
RR
Florida
(4/4/2024)
RR
Georgia
(4/5/2024)
RR
New Mexico
(4/4/2024)
RR
Pennsylvania
(4/4/2024)
RR
Texas
(4/3/2024)
RR
Virginia
(4/4/2024)
RR
Washington
(11/25/2015)
RR
Wisconsin
(4/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2005
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 31
Date: 4/29/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/4/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SYMETRA SECURITIES, INC.
SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.

CRD#: 739 / SEC#: , 8-13470

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
Mailing Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
Phone number
(800) 796-3872
Established
Washington since 08/24/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
SYMETRA FINANCIAL CORPORATIONOWNER
BALKOVETZ, CHANTEL LEEDIRECTOR2490011
DIMITRI, DAVID MICHAELSECRETARY4806001
DOW, SHANEN LYNNASSISTANT TREASURER7676848
ELLIS, COURTNEY LYNNCHIEF OPERATING OFFICER5460601
FARRELL, ANDREW MICHAELPRESIDENT, DIRECTOR4463467
HANSON, COLLEENASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL7271134
MURPHY, COLLEEN MARYDIRECTOR4842602
NORBERG, KRISTIN ROUSTVICE PRESIDENT7033021
OBERDECK, ANDREW AASSISTANT SECRETARY8015633
OTTO, JOSEPHINE RASSISTANT SECRETARY8015301
RABIN, KEVIN WILLIAMDIRECTOR7033042
SANDERS, BARBARA ANNCHIEF COMPLIANCE OFFICER2206030

Disclosures

Regulatory Event3

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

SYMETRA SECURITIES, INC.

CRD#: 739Bellevue, WA 98004-5153

TRUST BUT VERIFY

Monitor Jermaine Perrien

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Dale Thomas Miller
Dale MillerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Moscow, ID
Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
Alyssa Marie Jarman
Alyssa JarmanAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bellevue, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.