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Jerome Philippe Perkins

Schaefer Financial Management, Inc.

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About Jerome Philippe Perkins

Jerome Philippe Perkins is a financial advisor at Schaefer Financial Management, Inc. based in Centennial, Colorado. Jerome has been in the industry since 2013 and is registered with the state of Colorado as an Investment Advisor Representative. Jerome is a Certified Financial Planner and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Jerome Perkins is currently registered with Schaefer Financial Management, Inc.. Schaefer Financial Management, Inc. is an investment advisor registered with the SEC and located in Centennial, CO. They provide financial planning and portfolio management services to individuals, primarily high-net-worth individuals. The firm manages approximately $888.3 million in assets for 1,748 clients. They do not have a wrap fee program.
Schaefer Financial Management, Inc.

7700 EAST ARAPAHOE ROAD

CENTENNIAL, CO 80112-6108

$888.30M

Assets Under Management

Not reported

Total Clients

6

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jerome Perkins’s Registration & Firm History

CO

08/02/2016 - Present

Schaefer Financial Management, Inc. (CENTENNIAL CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerome Philippe Perkins.
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