Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Ray Perry is a financial advisor with over 38 years of experience in the industry. Jack has worked at a variety of firms throughout their career, including Dean Witter Reynolds Inc., J.J.B. Hilliard, W.L. Lyons, Inc., First Union Securities, Inc., Raymond James & Associates, Inc., City Securities Corporation and currently LPL Financial LLC. Jack is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Series 7, Series 63 and Series 65 licenses. Jack is registered to provide investment advice in 15 states and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jack works with a wide range of clients including individuals, high-net-worth individuals, families, trusts, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
11/24/2015 - Present
LPL Financial LLC (ZIONSVILLE IN)
IN
08/31/2007 - 11/25/2015
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
01/14/2000 - 09/11/2007
RAYMOND JAMES & ASSOCIATES, INC. (FISHERS IN)
MO
06/01/1992 - 04/24/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
KY
11/03/1986 - 06/09/1992
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
11/21/1984 - 11/11/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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