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Jessica L. Perry

Pimco Investments LLC

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About Jessica L. Perry

Jessica L. Perry is a financial professional with over 15 years of experience in the industry. She is currently registered with Pimco Investments LLC and has a Series 6, 7, and 63 license. Jessica has been with Pimco since 2011, and her previous experience includes working with Allianz Global Investors Distributors LLC. Her professional journey began in 2008. She holds a current registration in Virginia.

Firm Information

Jessica Perry is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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.

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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Jessica Perry’s Registration & Firm History

NY

02/14/2011 - Present

Pimco Investments LLC (NEW YORK NY)

CA

06/09/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 08/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica L. Perry.
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