Jennifer V. Grant
PERRYMAN FINANCIAL ADVISORY
Dallas, TX 75251
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CRD#: 6677103
Professional summary
Jennifer Vincent Grant, CFP® is a registered financial advisor currently at PERRYMAN FINANCIAL ADVISORY, INC. located in Dallas, Texas and PERRYMAN SECURITIES, INC. located in Dallas, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jennifer has worked at 3 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. GRANT ASSOCIATES CONSULTING LLC DBA WHAT THE FIT, CO OWNER OF FAMILY BUSINESS, FITNESS CAMP. 2. PERRYMAN FINANCIAL ADVISORS INC., ADVISORY AGENT, STARTED SEPT 2017 3. GENERAL LINES, LIFE, ACCIDENT, HEALTH AND HMO INSURANCE LICENSED. THE INSURANCE LICENSE ALLOWS HER TO SELL HEALTH, DENTAL, DISABILITY AND TRADITIONAL LIFE INSURANCE PRODUCTS. 4. FIRST UNITED METHODIST OF RICHARDSON; NON-INVESTMENT RELATED; RICHARDSON, TX; CHURCH; MEMBER OF FINANCE COMITTEE; VOLUNTEER; 01/2023; APPROXIMATELY 2 HOURS PER MONTH; APPROXIMATELY 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OVERSEE BUDGET PROCESS AND MONTHLY CASH FLOW. 5. THE ARK HOUSE; NON-INVESTMENT RELATED; RICHARDSON, TX; PROVIDES LOW-COST HOUSING TO PATIENTS TRAVELING TO DALLAS FOR MEDICAL CARE; DIRECTOR; OVERSEE BUDGET FOR ARK HOUSE AND PORTFOLIO OF ARK HOUSE FOUNDATION; STARTED 07/2024; SPENDS APPROXIMATELY 2-4 HOURS PER MONTH; NO HOURS DURING TRADING HOURS IS SPENT.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Vincent Grant'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®
CFP®
Start date: 2017
Experience
Current
September 13, 2017 - Present
PERRYMAN FINANCIAL ADVISORY, INC.
Office #1: 12221 Merit Dr Ste 1660, Dallas, TX 75251RIA
CRD#: 107653
Dallas, TX
Current
November 29, 2017 - Present
PERRYMAN SECURITIES, INC.
Office #1: 12221 Merit Drive, Suite 1660, Dallas, TX 75251BD
CRD#: 116502
Dallas, TX
Past
July 12, 2016 - August 11, 2017
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
RIA
CRD#: 144008
ALLEN, TX
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".
PF
PERRYMAN FINANCIAL ADVISORY, INC.
PERRYMAN FINANCIAL ADVISORY INC | PERRYMAN FINANCIAL ADVISORY, INC.
CRD#: 107653 / SEC#: 801-48109
RIA
Registered Investment Advisory firm - (12/23/1994 Approved)Texas
Registered Investment Advisory firm - (11/27/2001 Terminated)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.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
IAR
Texas(9/13/2017)
RR
Texas(3/26/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PF
PERRYMAN FINANCIAL ADVISORY, INC.
PERRYMAN FINANCIAL ADVISORY INC | PERRYMAN FINANCIAL ADVISORY, INC.
CRD#: 107653 / SEC#: 801-48109
RIA
Registered Investment Advisory firm - (12/23/1994 Approved)Texas
Registered Investment Advisory firm - (11/27/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12221 Merit Dr Ste 1660, Dallas, TX 75251
Mailing Address
Phone number
(972) 770-4800
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 796,307,000 |
Red Flags
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Company Information
PERRYMAN FINANCIAL ADVISORY, INC.
CRD#: 107653Dallas, TX 75251TRUST BUT VERIFY
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