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CFP
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CFP

Jack Perry

LPL Financial LLC
41 Years of Experience
Zionsville, IN
Broker
View SEC Summary
View SEC Summary

Jack Perry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Zionsville, IN, with 41 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Zionsville, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jack operates Perry Wealth Management as a DBA for his LPL business. He also serves as a volunteer alumni advisor for Delta Tau Delta at IU, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2015 - Present · 10 yrs 11 mos
LPL Financial LLC
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
City Securities Corporation
August 2007 - November 2015 · 8 yrs 3 mos
City Securities CorporationBroker
August 2007 - November 2015 · 8 yrs 3 mos
Raymond James & Associates, INC.
January 2000 - September 2007 · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2000 - September 2007 · 7 yrs 8 mos
First Union Securities, INC.Broker
June 1992 - April 2000 · 7 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1986 - June 1992 · 5 yrs 7 mos
Dean Witter Reynolds INC.Broker
November 1984 - November 1986 · 2 yrs
State Registrations15 states
AZCACOFLILINKYMAMDMINCNEOHVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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