Perry Jeffries (CRD# 4695547) is an Investment Advisor Representative working at Diamond Equity Advisors in Columbus, OH and has over 20 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diamond Equity Advisors, LLC | Columbus, OH | Nov 2019 - Current | 4 |
| Hardiman Investment Management Inc. | Columbus, OH | Jul 2016 - Current | 7 |
| Phy-nancially Fit LLC | Columbus, OH | Jul 2013 - Current | 10 |
| Isagenix Dba Phy-nancially Fit | Chandler, AZ | Apr 2013 - Current | 11 |
| First Heartland Capital Inc. | Lake St Louis, MO | Jul 2016 - Oct 2019 | 3 |
| J.p. Morgan Securities LLC | Columbus, OH | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- OH
- TX
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Total Assets Under Management12MILLIONS
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Total Number of Accounts135ACCOUNTS
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Average Account Value$92,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
LA, OH, TX
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