Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Perry is a financial advisor with Invesco Advisers, Inc. in Atlanta, Georgia. Jason has been in the industry since July 2012 and is registered with FINRA and 53 states. Jason holds the Series 3, Series 7, and Series 66 licenses and has earned the Chartered Financial Analyst designation. Jason's areas of focus include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
09/18/2012 - Present
Invesco Advisers, Inc. (ATLANTA GA)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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