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Jason Matthew Peroni

Faith Investor Services

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About Jason Matthew Peroni

Jason Peroni is an investment advisor representative registered with Faith Investor Services. Jason has been in the financial industry since 2001 and has experience with Ameriprise Financial Services, Inc., LINSCO/PRIVATE LEDGER CORP., CUNA BROKERAGE SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FIDELITY BROKERAGE SERVICES LLC. Jason holds Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Jason specializes in portfolio management for individuals, investment companies, and financial planning.

Firm Information

Jason Peroni is currently registered with Faith Investor Services. Faith Investor Services is an investment advisor that offers financial planning and portfolio management services to individuals, investment companies, and pooled investment vehicles. The firm, headquartered in , manages approximately $110,329,859 in assets for 318 clients.

$110.33M

Assets Under Management

Not reported

Total Clients

3

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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Jason Peroni’s Registration & Firm History

TX

09/14/2023 - Present

Faith Investor Services (DALLAS TX)

NH

10/11/2007 - 08/12/2009

AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)

MA

06/24/2005 - 10/29/2007

LINSCO/PRIVATE LEDGER CORP. (N. ANDOVER MA)

IA

08/10/2001 - 07/20/2005

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

01/19/2001 - 08/02/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

RI

11/04/1997 - 01/02/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

06/14/1996 - 08/20/1996

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 07/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/1997

Series 7 - General Securities Representative Examination

BC

Issued 06/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Matthew Peroni.
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