Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Barrett Perry is a financial advisor and registered representative with Cain, Watters & Associates, LLC. He is a licensed Investment Advisor Representative in the state of Texas. He has been in the industry since 2016 and has experience in providing financial advice to individuals, trusts, and charitable organizations. Jonathan received a Series 65 license in April 2021. He is a graduate of Texas A&M University. Jonathan has experience working with individuals and has experience working with trusts and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
04/05/2021 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jonathan Perry is the right advisor for you? Invested Better is here to help.
