Jerome Perkins, financial advisor Centennial CO

Jerome Perkins

CRD Number: 6692181
Current Firm: Schaefer Financial Management, Inc.

Jerome Perkins (CRD# 6692181) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Jerome Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schaefer Financial Management, Inc. Centennial, CO Jul 2013 - Current 7
University Of Colorado Boulder, CO Aug 2008 - May 2013 4

Jerome Perkins has no recent exams reported.
Contact Info for Jerome P. Perkins
Phone Number: 303-770-6700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    658
    MILLIONS
  • Total Number of Accounts
    1,586
    ACCOUNTS
  • Average Account Value
    $414,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO

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