Jonathan Perrin
INTELLICENTS INVESTMENT SOLUTIONS
Overland Park, KS 66210
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CRD#: 6910105
Professional summary
Jonathan Perrin, CFP®, who also goes by Jp Perrin, Jon Perrin, Jonathan Wade Perrin, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Overland Park, Kansas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jp Perrin | Jon Perrin | Jonathan Wade Perrin
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. More Than Baseball Organization, 8956 West Bass Lake Road Crystal River, FL 34428. This is not investment related. Nature of the Business: Charity/Non-Profit. Position: Director of Outreach and Financial Guidance, Start Date; January 2021. 3 hours devoted and will take place after trading hours. Individual is responsible for outreach for More Than Baseball player network with various updates within the organization such as player surveys and fundraising events. Individual will be responsible for the development of the financial guidance program, which entails basic financial literacy and tax information. Participant will be also assist released players with filing for unemployment and enrolling in their Continuing Education Program (CEP) benefits, if eligible. 2. Amway, 13344 W 104th St. Lenexa, KS 66215. This is not investment related. Nature of Business: Direct Sales: Position: Independent Business Owner (IBO). Start Date: June 2023. 5 hours devoted and 0 hours during trading hours. Individual will sell products such as health supplements, organic home cleaning supplies and beauty products.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Perrin'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: 2022
Experience
Current
November 28, 2022 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 7101 College Blvd Suite 620, Overland Park, KS 66210RIA
CRD#: 107498
Overland Park, KS
Past
May 14, 2020 - November 29, 2022
WATERFRONT WEALTH INC.
RIA
CRD#: 173220
OVERLAND PARK, KS
Past
February 9, 2018 - May 14, 2020
SATYA INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 282326
LEAWOOD, KS
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".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 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.Highlighted states indicate IAR registrations
IAR
Kansas(11/28/2022)
IAR
Texas(12/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 |
Red Flags
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Company Information
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498Overland Park, KS 66210TRUST BUT VERIFY
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