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
Jeffrey Perry
Raymond James Financial Services Advisors, IncBD affiliatedPotomac Falls, Vadual registrantIAPD 5263625
Feed of 09/14/2026
Also filed as Jeffrey Jb Perry
At current firm
4 y
since Nov 5, 2021
In the industry
16 y
since Jan 28, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Nov 5, 2021 · Potomac Falls, Va
- Wealthcare Advisory Partners LLC BD affiliatedMar 11, 2015 to Nov 10, 2021 · Sterling, Va
- Msi Financial Services, Inc. formerJan 2, 2015 to Mar 12, 2015 · Leesburg, Va
- New England Securities Corporation formerMay 11, 2012 to Jan 2, 2015 · Elkridge, Md
Moves
a registration end followed by a registration begin elsewhere
- Wealthcare Advisory Partners LLC to Raymond James Financial Services Advisors, Incleft Nov 10, 2021, registered Nov 5, 2021 (-5 days) · RIA to affiliated broker-dealer or bank
- Msi Financial Services, Inc. to Wealthcare Advisory Partners LLCleft Mar 12, 2015, registered Mar 11, 2015 (-1 days) · Other · moved with a team
- New England Securities Corporation to Msi Financial Services, Inc.left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address