Jeffrey Perryman, financial advisor Loveland CO
71 score

Jeffrey Perryman

CRD Number: 2019969
Current Firm: Eagle Strategies LLC

Jeffrey Perryman (CRD# 2019969) is an Investment Advisor Representative working at Eagle Strategies LLC in Loveland, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy & Wealth Professionals Windsor, CO Apr 2011 - Current 5
Nylife Securities Inc. Denver, CO Mar 1990 - Current 26
New York Life Ins. Denver, CO Feb 1990 - Current 26
J. Arthur Wealth Strategies Group Greeley, CO May 2006 - Aug 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Nov 2001
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Perryman
Phone Number: (888) 695-3245
Registered State(s):
  • CO
  • NV
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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