Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerald Perry is a financial advisor with Edward Jones. James has been in the financial industry since April 2006 and has earned the Certified Financial Planner designation. James has expertise in Retirement Planning, College Savings, Estate Planning, Asset Allocation and Mutual Funds. James is a registered representative with Edward Jones. James is also registered with the state of Texas as an Investment Advisor Representative.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
01/26/2023 - Present
Edward Jones (Cape Coral FL)
FL
02/11/2013 - 01/15/2014
CAPITAL FINANCIAL SERVICES, INC. (CAPE CORAL FL)
FL
07/21/2010 - 03/24/2011
PARK AVENUE SECURITIES LLC (ESTERO FL)
FL
09/07/2006 - 07/12/2010
METLIFE SECURITIES INC. (FT. MYERS FL)
FL
09/07/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NAPLES FL)
FL
09/30/2005 - 08/11/2006
MORGAN STANLEY DW INC. (FT. MYERS FL)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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