Justin Sean Perri
Investment adviser representative at Osaic Institutions, Inc.
5 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
5 years in the industry.
- Osaic Institutions, Inc.Jan 2022 to now
- Hometrust BankDec 2021 to now
- Osaic Institutions, Inc. (formerly Infinex Investments, Inc.)Dec 2021 to now
- Wells Fargo Bank, NAMay 2021 to Dec 2021
- Wells Fargo Clearing Services, LLCMay 2021 to Dec 2021
- First Horizon BankJul 2020 to Feb 2021
- Suntrust Investment Services IncDec 2018 to Jul 2020
- Suntrust BankOct 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7051140
- Firm CRD
- 35371