AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PJ

Perrin Mark Jones

BMSS WESSON WEALTH SOLUTIONS
Birmingham, AL
·CRD# 7889972·3 years experience

Professional Summary

Perrin Mark Jones, who also goes by Perrin Jones, is a registered financial advisor currently at BMSS WESSON WEALTH SOLUTIONS located in Birmingham, Alabama. Perrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Perrin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Perrin Jones

Blog Corner

More Resources

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
View profile
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

Current

BMSS WESSON WEALTH SOLUTIONSCurrent·CRD# 282792
RIA
3500 Colonnade Parkway Suite 200, Birmingham, AL 35243
June 10, 2026 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413
RIA
Birmingham, AL
August 21, 2025 - June 5, 2026
LPL FINANCIAL LLCPast·CRD# 6413
BD
Birmingham, AL
August 21, 2025 - June 5, 2026
FIRST HORIZON ADVISORS, INC.Past·CRD# 17117
RIA
Birmingham, AL
June 21, 2024 - August 21, 2025
FIRST HORIZON ADVISORS, INC.Past·CRD# 17117
BD
Birmingham, AL
April 19, 2024 - August 21, 2025

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

BW
BMSS WESSON WEALTH SOLUTIONS

BMSS WESSON WEALTH SOLUTIONS | BMSS WESSON WEALTH SOLUTIONS, LLC

CRD#: 282792 / SEC#: 801-118944
RIA
Registered Investment Advisory firm - SEC (6/19/2020 Approved)
Alabama
Registered Investment Advisory firm - Alabama (6/23/2020 Terminated)
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).

Contact Information

Main Address

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243

Phone Number

(205) 982-5555

# of Employees

11

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BMSS WESSON WEALTH SOLUTIONS FIRM BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,183

AUM (Assets Under Management)

$703,950,154

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/23/2025 2. 08/21/2025- First Horizon Bank- Financial Institution Duty- INV Related- At Reported Business Location(s)- Start date 08/17/2023- 180 Hours Per Month- 180 Hours During Trading

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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".
BW
BMSS WESSON WEALTH SOLUTIONS

BMSS WESSON WEALTH SOLUTIONS | BMSS WESSON WEALTH SOLUTIONS, LLC

CRD#: 282792 / SEC#: 801-118944
RIA
Registered Investment Advisory firm - SEC (6/19/2020 Approved)
Alabama
Registered Investment Advisory firm - Alabama (6/23/2020 Terminated)
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).

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.
IAR
Alabama
(6/10/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2023About the SIE exam

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Perrin Mark Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Shelly May Wohler
Shelly May Wohler

INDEPENDENT FINANCIAL PARTNERS

Brookfield, WI · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
Sarah Flanders Soria
Sarah Flanders Soria

PROSPERITY CAPITAL ADVISORS

Grass Valley, CA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#