Jeffrey Perry is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Kenosha, WI, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3314 80th St, Kenosha, WI, 53142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a board member at large for a condo association since 2022, and owns multiple rental real estate properties since 2019 and 2023. He spends minimal time consulting with the management companies overseeing these properties.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
State Registrations10 states
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