DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Matthew Peroni
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jay Peroni
At current firm
0 y
since May 5, 2026
In the industry
30 y
since Jul 2, 1996 (earliest exam, job or registration)
Prior registered firms
10
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Simplicity Wealth mixed wealth currentsince May 5, 2026 · Summit, Nj
- Faith Investor Services mixed wealthSep 14, 2023 to Apr 24, 2026 · Charleston, Sc
- Retirement Specialty Group, Inc. formerMay 5, 2021 to Sep 15, 2023 · Cookeville, Tn
- Faithward Advisors, LLC independent RIAJan 20, 2020 to Aug 31, 2020 · Lancaster, Pa
- Faithward Capital asset managerNov 27, 2019 to Apr 23, 2021 · Mount Pleasant, Sc
- Signal Research Group LLC state registeredMay 19, 2018 to Dec 31, 2020 · Mount Pleasant, Sc
- Faith-Based Investor, LLC unclassifiedOct 5, 2010 to Dec 20, 2018 · Mount Pleasant, Sc
- Values First Advisors, Inc. independent RIAAug 12, 2009 to Jun 8, 2010 · Mount Pleasant, Sc
- Ameriprise Financial Services, LLC national BDOct 11, 2007 to Aug 12, 2009 · Bedford, Nh
- LPL Financial LLC BD affiliatedJun 24, 2005 to Oct 29, 2007 · Middleton, Ma
- Cuna Brokerage Services, Inc. formerOct 1, 2001 to Jul 20, 2005 · Lowell, Ma
Moves
a registration end followed by a registration begin elsewhere
- Faith Investor Services to Simplicity Wealthleft Apr 24, 2026, registered May 5, 2026 (11 days) · RIA to RIA
- Retirement Specialty Group, Inc. to Faith Investor Servicesleft Sep 15, 2023, registered Sep 14, 2023 (-1 days) · Other
- Faithward Capital to Faithward Advisors, LLCleft Apr 23, 2021, registered Jan 20, 2020 (-459 days) · RIA to RIA
- Signal Research Group LLC to Faithward Capitalleft Dec 31, 2020, registered Nov 27, 2019 (-400 days) · Other
- Faithward Advisors, LLC to Retirement Specialty Group, Inc.left Aug 31, 2020, registered May 5, 2021 (247 days) · RIA to RIA
- Faith-Based Investor, LLC to Signal Research Group LLCleft Dec 20, 2018, registered May 19, 2018 (-215 days) · Other
- Values First Advisors, Inc. to Faith-Based Investor, LLCleft Jun 8, 2010, registered Oct 5, 2010 (119 days) · Other
- Ameriprise Financial Services, LLC to Values First Advisors, Inc.left Aug 12, 2009, registered Aug 12, 2009 (0 days) · Other
- LPL Financial LLC to Ameriprise Financial Services, LLCleft Oct 29, 2007, registered Oct 11, 2007 (-18 days) · Other
- Cuna Brokerage Services, Inc. to LPL Financial LLCleft Jul 20, 2005, registered Jun 24, 2005 (-26 days) · Other
Signals
- Jason Matthew Peroni left Faith Investor Services for Simplicity Wealth (registered 2026-05-05)Apr 24, 2026 · Advisor changed firm · fact
- Jason Matthew Peroni left Retirement Specialty Group, Inc. for Faith Investor Services (registered 2023-09-14)Sep 15, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address