Jeffrey Douglas Perry
Investment adviser representative at Pfg Private Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
$289MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Pfg Private Wealth Management, LLCDec 2015 to now
- Mutual Securities, Inc.Apr 2016 to Nov 2017
- Perry Financial GroupJul 1999 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Pfg Private Wealth Management, LLC
$289MAssets managed
478Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3109224
- Firm CRD
- 282301