Unclaimed
Jason Alan Perry is an active financial advisor in the financial services industry since October 2021. Currently, Jason is registered in Texas and Virginia. Jason Perry holds Series 7TO and Series 66 licenses. Jason works with clients who need financial planning and portfolio management services. Jason works for First Command Advisory Services.
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.
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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TX
01/19/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 01/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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