Jason Matthew Peroni

CFP

Faith Investor Services

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Faith Investor Services

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

271 clients

Average Client Portfolio

$726K average

Assets Under Management

$196.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Dallas, TX

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History

Regulatory History (1)

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Customer Dispute

June 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason owns Dual Returns, a research newsletter, since 2010, dedicating a few hours per week. He is also an independent licensed insurance agent since 2001, selling life insurance, long-term care insurance, and fixed/indexed annuities.