Jason PerryCRD Number: 5431539
Current Firm: Edward Jones
Jason Perry (CRD# 5431539) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones Investments||St. Louis, MO||Oct 2007 - Current||9|
|Unemployed||Hampshire, IL||Jun 2007 - Sep 2007||< 1|
|Peoria Community Bingo Center||Peoria, IL||Sep 2005 - May 2007||1|
|Bradley University||Peoria, IL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)