Perry Jeffries
Perry Jeffries is a registered investment advisor at Diamond Equity Advisors, based in Columbus, OH, with 21 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 98 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may vary depending on the client's needs and complexity of the situation.
Fee Estimator
Location
4200 Regent Street, Suite 200, Columbus, OH, 43219
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2014Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Perry markets nutritional supplements and coaches new representatives for Isagenix, dedicating a few hours per week. Perry is also a personal trainer, sells insurance products from Lincoln Hertiage, Allianz, and Mass Mutual, and owns Stone Gate Properties LLC to acquire rental properties, spending minimal time during trading hours and a few hours per week outside trading hours.
Employment History
Current Registrations
Diamond Equity Advisors
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Hardiman Investment Management, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
Nylife Securities INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.