Jerome P. Perkins

SIMPLIPHI CAPITAL

Englewood, CO

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CRD#: 6692181

Professional summary

Jerome Philippe Perkins, CFP® is a registered financial advisor currently at SIMPLIPHI CAPITAL located in Englewood, Colorado.

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jerome has 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.

Harrison Brook - investment related - Villeneuve-Loubet, France - Financial advising for UK expatriates - Consultant for US investments - 09/2025 - 60 - 8 - Review and assist with US investment options for UK clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Philippe Perkins'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^®

Certified Financial Planner

Experience

Current

July 24, 2026 - Present

SIMPLIPHI CAPITAL

RIA

CRD#: 341593

Englewood, 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

Colorado
(8/19/2026)

IAR

Texas
(7/24/2026)

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.

Exams

Current Firm

SIMPLIPHI CAPITAL

HARRISON BROOK USA | SIMPLIPHI CAPITAL, LLC | SIMPLIPHI CAPITAL

CRD#: 341593 / SEC#: 801-136268

RIA

Registered Investment Advisory firm - (7/8/2026 Terminated)

Colorado

Registered Investment Advisory firm - (8/19/2026 Approved)

Texas

Registered Investment Advisory firm - (7/17/2026 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Englewood, CO

Mailing Address

1500 N Grant St. Suite N, Denver, CO 80203

Phone number

(720) 441-4109

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jerome P. Perkins

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Philippe Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLIPHI CAPITAL

BEACON GLOBAL ADVISOR NETWORK, LLC

SCHAEFER FINANCIAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

SIMPLIPHI CAPITAL

Contact information

Documents

Red Flags

Company Information

SIMPLIPHI CAPITAL

TRUST BUT VERIFY

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