Jason Peroni (CRD# 2754901) is an Investment Advisor Representative working at Faith Investor Services in Dallas, TX and has over 27 years of experience in the finance industry. Jason Peroni 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faith Investor Services | Dallas, TX | Sep 2023 - Current | < 1 |
| Retirement Specialty Group, Inc. | Cookeville, TN | May 2021 - Sep 2023 | 2 |
| Sevenoneseven Capital Management | Lancaster, PA | Nov 2019 - Apr 2021 | 1 |
| Signal Research Group LLC | Wrightsville, PA | Mar 2018 - Dec 2020 | 2 |
| Ambassador Advisors, LLC | Lancaster, PA | Oct 2019 - Aug 2020 | < 1 |
| Faith-based Investor, LLC | Mount Pleasant, SC | Jan 2008 - Dec 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
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- TN
- TX
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Total Assets Under Management110MILLIONS
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Total Number of Accounts318ACCOUNTS
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Average Account Value$346,949
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AZ, MO, TN, TX
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