Unclaimed
Jonathan Perry is a financial professional with over two years of experience in the industry. Jonathan is currently registered with Empower Financial Services, Inc. Jonathan holds Series 6TO and SIE licenses as well as passing the Uniform Securities Agent State Law Examination (Series 63). Previously, Jonathan was employed with J.P. MORGAN SECURITIES LLC.
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.
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.
1
2
MA
06/08/2023 - Present
Empower Financial Services, Inc. (ANDOVER MA)
MS
09/10/2021 - 05/31/2023
J.P. MORGAN SECURITIES LLC (Ridgeland MS)
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Perry is the right advisor for you? Invested Better is here to help.