Jeffrey Warren Sinclair
Investment adviser representative at Perennial Financial Services
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you Jeffrey Warren Sinclair? Claim your profile
Contact this firm
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
14 years in the industry.
- Perennial Financial ServicesApr 2026 to now
- LPL FinancialApr 2026 to now
- Perennial Investment Advisors, LLCApr 2026 to now
- Edward JonesApr 2020 to Apr 2026
- Lyft IncSep 2018 to Apr 2020
- San Jose Earthquakes LLCSep 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 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
- 7245727
- Firm CRD
- 286477