Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Perry is a financial advisor with over 14 years of experience in the financial services industry. Jason is currently a registered representative with Osaic Wealth, Inc. and holds Series 7 and Series 66 securities licenses. Prior to joining Osaic Wealth, Jason worked with Securities America, Inc. and Janney Montgomery Scott LLC. He is registered to provide investment advisory services in Florida, Texas, and several other states. Jason has experience working with individuals, high-net-worth individuals, corporations, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans. Jason is committed to helping clients achieve their financial goals through a personalized approach to financial planning and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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FL
06/19/2024 - Present
Osaic Wealth, Inc. (ESTERO FL)
FL
03/04/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ESTERO FL)
FL
05/21/2015 - 03/07/2019
JANNEY MONTGOMERY SCOTT LLC (Naples FL)
FL
09/22/2009 - 05/01/2015
EDWARD JONES (ESTERO FL)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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