Perry Switzer, financial advisor Safety Harbor FL
83 score

Perry Switzer

CRD Number: 1174064
Current Firm: Jeffrey Matthews Wealth Management, LLC

Perry Switzer (CRD# 1174064) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Jeffrey Matthews Financial Group LLC Florham Park, NJ Mar 2016 - Current < 1
Ubs Financial Services Inc. Tampa, FL Aug 2014 - Feb 2016 1
Wells Fargo Advisors, LLC Tampa, FL Apr 2012 - Aug 2014 2
Morgan Stanley Smith Barney Tampa, FL Jun 2009 - Apr 2012 2
Morgan Stanley & Company Tampa, FL Jan 2008 - Jun 2009 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater, FL Feb 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Mar 1996
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Perry A. Switzer
Phone Number: 888-467-3636
Registered State(s):
  • AL
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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