Patrick Joseph Perry
Professional Summary
Patrick Joseph Perry, who also goes by P.j. Perry, Patrick Perry, is a registered financial advisor currently at JOHNSTONE BROKERAGE SERVICES, LLC located in Louisville, Kentucky. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2019. Patrick has worked at 3 firms and has passed the Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
P.j. Perry, Patrick Perry
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
JOHNSTONE BROKERAGE SERVICES, LLC
Contact Information
Main Address
1906 Stanley Gault Parkway, Louisville, KY 40223Mailing Address
117 San Augustine Street, Center, TX 75935Phone Number
(936) 340-2929Established
Texas since 12/31/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/24/2025)
(11/24/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2019About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Joseph Perry's CRS (Customer Relationship Summary).
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