Jerome P. Perkins

Denver, CO

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CRD#: 6692181

Professional summary

Jerome Philippe Perkins, CFP® was a registered financial advisor .

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jerome had worked at 3 firms .

At a Glance

Always Fiduciary

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.

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®

CFP^®

Certified Financial Planner

Experience

Current

July 24, 2026 - Present

Denver, CO

Past

August 21, 2025 - June 9, 2026

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Paris,

Past

August 2, 2016 - August 8, 2025

SCHAEFER FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 110110

CENTENNIAL, CO

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.

Highlighted states indicate IAR registrations

IAR

Texas
(7/24/2026)

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Exams

Current firm

No current employment

Red Flags

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