Faith-based Investor, LLC
Faith-based Investor, LLC (CRD# 154734) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $8,830,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$105,119
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Jason Peroni (CRD# 2754901) is an Investment Advisor Representative working at Faith-based Investor, LLC in Mount Pleasant, SC and has over 20 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.