Jeffrey D. Perkins

WEST MICHIGAN ADVISORS | Financial Advisor

Holland, MI 49423

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CRD#: 6369152

Professional summary

Jeffrey David Perkins, who also goes by Jeffrey Perkins, is a registered financial advisor currently at WEST MICHIGAN ADVISORS located in Holland, Michigan and LEVEL FOUR FINANCIAL, LLC located in Holland, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Perkins

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.

1. REBECCA PERKINS HOMES, OWNER, NOT INVESTMENT RELATED, STARTED 4/3/2017, DEVOTE APPROX. 1 HOUR PER MONTH TO THIS ACTIVITY OUTSIDE OF TRADING HOURS. SPOUSE DOES BUSINESS UNDER BRIGHT SHORES, LLC. I OVERSEE PAYMENT OF TAXES AND PURCHASING AND MARKETING FOR THE ENTITY. 2. WEST MICHIGAN ADVISORS, INDEPENDENT RIA, DEVOTE APPROXIMATELY 100 HOURS PER MONTH TO THIS ENTITY, INVESTMENT RELATED, VICE PRESIDENT OF WEALTH MANAGEMENT, FINANCIAL PLANNING, INVESTMENT RECOMMENDATIONS, MONITORING OF INVESTMENTS, 301 HOOVER BLVD. SUITE 300, HOLLAND, MI 49423.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Perkins'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

October 4, 2023 - Present

WEST MICHIGAN ADVISORS

Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423

RIA

CRD#: 312073

Holland, MI

Current

October 4, 2023 - Present

LEVEL FOUR FINANCIAL, LLC

Office #1: 301 Hoover Blvd. Suite 300, Holland, MI 49423

CRD#: 25700

Holland, MI

Past

October 8, 2014 - October 16, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Holland, MI

Past

August 6, 2014 - October 16, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Holland, MI

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".

WEST MICHIGAN ADVISORS

CRD#: 312073 / SEC#: 801-120208

RIA

Registered Investment Advisory firm - (1/21/2021 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.

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

Colorado
(10/4/2023)

Florida
(1/2/2025)

Michigan
(10/4/2023)

IAR

Michigan
(10/4/2023)

Virginia
(10/4/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEST MICHIGAN ADVISORS

CRD#: 312073 / SEC#: 801-120208

RIA

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

301 Hoover Blvd. Suite 300, Holland, MI 49423

Mailing Address

Phone number

(616) 820-1040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAMARISK FINANCIAL 2A BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts	2,993
AUM (Assets Under Management)	$ 614,378,710

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey D. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

WEST MICHIGAN ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2014

FINRA

Current Firm

WEST MICHIGAN ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST MICHIGAN ADVISORS

TRUST BUT VERIFY

Contact information

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