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Jammie Perri

Raymond James & Associates, INC.
24 Years of Experience
Fayetteville, GA
1 DisclosureBroker
View SEC Summary
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Jammie Perri is a registered investment advisor at Raymond James & Associates, INC., based in Fayetteville, GA, with 24 years of industry experience. Jammie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

210 Trilith Pkwy, Ste 340, Fayetteville, GA, 30214

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jammie is an independent Scentsy consultant, selling Scentsy products for commission since 2019. This is a hobby, taking minimal time and generating minimal income.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - June 2021 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - June 2021 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2002 - September 2014 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2002 - September 2014 · 12 yrs 4 mos
Mcdonald Investments INC.Broker
July 2001 - December 2001 · 5 mos
State Registrations1 state
GA
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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