Jerry Perfect
Jerry Perfect is a registered investment advisor at Commonwealth Financial Network, based in Overland Park, KS, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
10801 Mastin Street, Suite 370, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Jerry is the president and sole owner of Gateway Wealth Management, Inc., dedicating all of his time to this securities and insurance business. He also sells fixed insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Legacy Financial Group, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
Gateway Wealth Management, INC.
Linsco/private Ledger CORP.Broker
Shearson Lehman Hutton INC.Broker
State Registrations10 states
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.