Jeffrey David Perkins
Investment adviser representative at West Michigan Advisors
12 yearsExperience
1 stateRegistered in
$781.3MFirm assets
5 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 assetsHourlySubscriptionFixed 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.
- West Michigan AdvisorsOct 2023 to now
- Level Four Financial, LLCOct 2023 to now
- Raymond James & AssociatesMay 2014 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
West Michigan Advisors
Legal name: Tamarisk Financial, LLC
$781.3MAssets managed
1,378Clients
17Advisers
5 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
- 6369152
- Firm CRD
- 312073