Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack William Perry is a registered representative with Park Avenue Securities LLC. Jack is licensed to offer securities in California, Colorado, Florida, and Texas. Jack is a financial advisor with experience in financial planning, portfolio management, and educational seminars. Jack has been a licensed securities professional since 2023. Jack has a background in business and finance, and is committed to providing clients with personalized financial advice. Jack is also a registered investment advisor representative in the same four states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
07/17/2024 - Present
Park Avenue Securities LLC (SAN RAMON CA)
BOTH
Issued 12/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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