JP
JP

Joseph Perdue

16 Years of Experience
Peachtree, GA
Broker

Joseph Perdue is a registered investment advisor, based in Peachtree, GA, with 16 years of industry experience.

Location

525 Westpark Drive, Suite 100, Peachtree, GA, 30269

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Joseph is on the advisory board for the Atlanta Senior Invitational, dedicating minimal time to planning a tennis tournament. He is also a partner in Reveille Wealth Management LLC, dedicating about a quarter to half of his time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Morgan Stanley
July 2013 - January 2021 · 7 yrs 6 mos
Morgan StanleyBroker
July 2013 - January 2021 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2010 - July 2013 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - July 2013 · 3 yrs 4 mos
State Registrations44 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI
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.
Joseph Perdue - Financial Advisor | TrueAdvisor