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Jarrod Nicholaus Perry

Crewe Advisors

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About Jarrod Nicholaus Perry

Jarrod Perry, a Chartered Financial Analyst, is an investment advisor representative at Crewe Advisors. Jarrod has been in the financial industry since 2001. He specializes in portfolio management for individuals and businesses, as well as financial planning. Jarrod holds a Series 31, Series 7, and Series 66 license and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Morgan Stanley DW Inc.

Firm Information

Jarrod Perry is currently registered with Crewe Advisors. Crewe Advisors is an investment advisor headquartered in Salt Lake City, UT. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm manages approximately $1.62 billion in assets for 1,096 accounts.
Crewe Advisors

650 S. MAIN STREET

SALT LAKE CITY, UT 84101

$1.62B

Assets Under Management

2

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrod Perry’s Registration & Firm History

UT

05/19/2022 - Present

Crewe Advisors (SALT LAKE CITY UT)

TX

10/01/2008 - 08/08/2012

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

AZ

08/24/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (SCOTTSDALE AZ)

NY

02/05/2001 - 08/17/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/27/2001

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrod Nicholaus Perry.
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