Jonathan Perrin
Jonathan Perrin is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 8 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
7101 College Blvd Suite 620, Overland Park, KS, 66210
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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.
Learn about disclosures →Other Business Activities
Jonathan is a Director of Outreach and Financial Guidance for the More Than Baseball Organization, a charity/non-profit, dedicating minimal time to outreach, financial literacy, and assisting players with unemployment and education benefits. He is also an Independent Business Owner (IBO) with Amway, selling health supplements, cleaning supplies, and beauty products, dedicating a few hours per week.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Waterfront Wealth INC.
Satya Investment Management, LLC
State Registrations2 states
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