James Perkins, financial advisor Tampa FL

James Perkins

CRD Number: 1452088
Current Firm: Quantum Private Wealth, LLC

James Perkins (CRD# 1452088) is an Investment Advisor Representative working at Quantum Private Wealth, LLC in Tampa, FL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Quantum Private Wealth, LLC Tampa, FL Feb 2021 - Current 3
Quantum Private Wealth, LLC Tampa, FL Apr 2020 - Current 3
Purshe Kaplan Sterling Investments, Inc. Lake Forest, IL Apr 2020 - Dec 2022 2
Ubs Financial Services Inc. Northbrook, IL Sep 2006 - Apr 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for James M. Perkins
Phone Number: 954-880-1400
Registered State(s):
  • FL
  • IL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    308
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $879,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, MI, NE, TX

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