Barley Peery
Barley Peery is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, WY, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
170 East Broadway, Suite 100 D, Jackson, WY, 83001
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Barley owns BHP Financial, a support company used to purchase an RJFS practice, dedicating minimal time. He also co-owns Singleton Peery Financial LLC, which pays the bills for the RJFS wealth management practice, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley & CO. LLCBroker
State Registrations44 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.