JP
Jordan J. Perdigao
CAPITAL ANALYSTS
Westport, MA 01460
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CRD#: 7164387
JP
Professional summary
Jordan Joseph Perdigao, who also goes by Jordan Perdigao, is a registered financial advisor currently at CAPITAL ANALYSTS located in Westport, Massachusetts and LINCOLN INVESTMENT located in Westport, Massachusetts.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jordan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Perdigao
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.
THOMPSON AGENCY POSITION: IMO used for Fixed Annuities and Life, Long Term Care, and Disability Insurance. NATURE: Fixed Annuity & Life, Long Term Care, and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/24/2022 ADDRESS: 235 Mountain Road, #609, Suffield CT 06078, United States DESCRIPTION: Selling Fixed Annuities and Life, Long Term Care, and Disability Insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Joseph Perdigao'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®
NoneExperience
Current
May 12, 2021 - Present
CAPITAL ANALYSTS
Office #1: 767 Main Rd Unit 6, Westport, MA 01460RIA
CRD#: 162200
Westport, MA
Current
March 20, 2020 - Present
LINCOLN INVESTMENT
Office #1: 767 Main Rd Unit 6, Westport, MA 01460RIA
BD
CRD#: 519
Westport, MA
Past
September 25, 2019 - March 12, 2020
SANTANDER SECURITIES LLC
BD
CRD#: 41791
WHITMAN, MA
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".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 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.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
RR
Connecticut(7/30/2021)
RR
Florida(8/23/2021)
RR
Massachusetts(3/20/2020)
IAR
Massachusetts(5/18/2021)
RR
New York(7/1/2025)
RR
Ohio(12/21/2022)
RR
Rhode Island(3/20/2020)
IAR
Rhode Island(5/12/2021)
RR
Virginia(2/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/23/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 9/25/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ANALYSTS
CRD#: 162200Westport, MA 01460TRUST BUT VERIFY
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