This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SIMPLIPHI CAPITAL

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Aug 2, 2016

Dual registered

no

IAPD individual key

6692181

• Occurred

  Jun 9, 2026
  Advisor changed firm

  Jerome Philippe Perkins left Beacon Global Advisor Network, Llc for Simpliphi Capital (registered 2026-07-17)

  Form ADVobserved 6 days ago
• Occurred

  Aug 8, 2025
  Advisor changed firm

  Jerome Philippe Perkins left Schaefer Financial Management, Inc. for Beacon Global Advisor Network, Llc (registered 2025-08-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:245c344e-edfb-5025-867c-35f70a21e799

First observed

Aug 2, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.