Jeffrey Perry
Jeffrey Perry is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2024Other Business ActivitiesSells Insurance
Jeffrey owns and manages Jeffrey A Perry Insurance & Financial Services, Inc., offering various insurance products and annuities, which takes up more than full-time hours. He also owns and manages real estate properties, acts as a life settlement broker, and is an agent/owner with AIMCOR Enterprise Insurance Group, selling insurance and annuities, and is a board member at Lincoln Law School of Sacramento.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Signator Investors, INC.Broker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Sun Investment Services CompanyBroker
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.