Jason C. Perry
Professional summary
Jason Charles Perry is a registered financial professional currently at PATRICK CAPITAL MARKETS, LLC located in St Louis, Missouri.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2009. Jason has worked at 2 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Charles Perry's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2024 - Present
PATRICK CAPITAL MARKETS, LLC
Office #1: 11152 South Towne Square, St Louis, MO 63123January 4, 2010 - September 26, 2023
EDWARD JONES
June 10, 2009 - September 26, 2023
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2024)
Exams
Series 52TO
Date: 8/19/2024
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PATRICK CAPITAL MARKETS, LLC
CRD#: 16518 / SEC#: , 8-34099
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SAXONY FINANCIAL HOLDINGS, LLC. | SOLE OWNER/ MEMBER | |
| CLARK, BRIAN LESLEY | PRESIDENT, CEO, AND CFO | 4802438 |
| KLUMP, RYAN CHRISTOPHER | SENIOR VICE PRSIDENT | 4762698 |
| MATARAZZI, NATHAN DOMENICO | FINOP, POO AND PFO | 4827090 |
| MITCHELL, JARAD BYRAM | COO | 4811305 |
| WEBSTER, TERRANCE MICHAEL | CHIEF COMPLIANCE OFFICER | 6826889 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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