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
Jaret Dalin Perryman
Feed of 09/14/2026
At current firm
7 y
since Jun 25, 2019
In the industry
21 y
since Apr 4, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Smith Moore & Co. BD affiliated currentsince Jun 25, 2019 · Clayton, Mo
- Ssn Advisory, Inc. formerOct 7, 2017 to Apr 8, 2019 · Chesterfield, Mo
- Larson Financial Group, LLC BD affiliatedDec 17, 2009 to Sep 19, 2017 · Saint Louis, Mo
- Cetera Advisor Networks LLC formerOct 7, 2009 to Aug 2, 2010 · St. Louis, Mo
- Ssn Advisory, Inc. formerFeb 12, 2009 to Sep 4, 2009 · Chesterfield, Mo
- Walnut Street Securities, Inc. formerApr 6, 2005 to Jan 28, 2009 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Ssn Advisory, Inc. to Smith Moore & Co.left Apr 8, 2019, registered Jun 25, 2019 (78 days) · Affiliated broker-dealer or bank to independent RIA
- Larson Financial Group, LLC to Ssn Advisory, Inc.left Sep 19, 2017, registered Oct 7, 2017 (18 days) · Other
- Cetera Advisor Networks LLC to Larson Financial Group, LLCleft Aug 2, 2010, registered Dec 17, 2009 (-228 days) · Other
- Ssn Advisory, Inc. to Cetera Advisor Networks LLCleft Sep 4, 2009, registered Oct 7, 2009 (33 days) · Other
- Walnut Street Securities, Inc. to Ssn Advisory, Inc.left Jan 28, 2009, registered Feb 12, 2009 (15 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address