JP
JP
Jammie Perri
23 Years of Experience
Fayetteville, GA
1 DisclosureBroker
Jammie Perri is a registered investment advisor at Raymond James & Associates, INC., based in Fayetteville, GA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
210 Trilith Pkwy, Ste 340, Fayetteville, GA, 30214
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2022Denied
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 · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 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.