James Henry Perry
Investment adviser representative at Gateway Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 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
Experience
12 years in the industry.
- Gateway Wealth Partners, LLCApr 2026 to now
- LPL Financial LLCSep 2014 to now
- Invista Advisors (fka: Mcdonald & Hagen Wealth Management, LLC)Jul 2016 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (AL).
Gateway Wealth Partners, LLC
$2.3BAssets managed
7,382Clients
104Advisers
4 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
- 4612862
- Firm CRD
- 322789