Jeffrey Perry is a registered investment advisor, based in Potomac Falls, VA, with 16 years of industry experience.
Location
46090 Lake Center Plaza, Suite 206, Potomac Falls, VA, 20165
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey is a co-owner of Covenant Capital, a support company, dedicating about half of his time to it. He also serves as an officer (Treasurer) for Trinity Church of Loudoun, spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations26 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.