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Jennifer Ann Perry

Missionsquare Retirement

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About Jennifer Ann Perry

Jennifer Ann Perry is an investment advisor representative with Missionsquare Retirement. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). She has been in the industry since December 2006. Jennifer specializes in portfolio management for individuals and businesses. Her expertise includes investment advisory services in the areas of mutual funds, variable annuities, fixed annuities, and other investment products. Jennifer is committed to providing her clients with personalized financial planning and investment advice to help them achieve their financial goals.

Firm Information

Jennifer Perry is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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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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percentage of assets

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

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Jennifer Perry’s Registration & Firm History

DC

07/05/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

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Licenses & Designations

IA

Issued 11/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Ann Perry.
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