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

Jesse L Perry

Fisher Investmentsindependent RIAPlano, TxIA-onlyIAPD 6395154

Feed of 09/14/2026

Also filed as Jesse Lee Perry

At current firm

0 y

since Jun 29, 2026

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fisher Investments independent RIA current
since Jun 29, 2026 · Plano, Tx
T. Rowe Price Advisory Services, Inc. BD affiliated
Mar 11, 2024 to May 21, 2026 · Colorado Springs, Co
Freedom Investment Management, Inc. independent RIA
Dec 11, 2023 to Jan 31, 2024 · South Windsor, Ct
Ip Financial Advisory Services LLC independent RIA
Oct 17, 2023 to Jan 18, 2024 · Charlotte, Nc
3d/L Capital Management, LLC former
Jul 15, 2022 to Dec 18, 2023 · Colorado Springs, Co
Origin Investment Advisory LLC independent RIA
Apr 13, 2022 to Jun 9, 2022 · Sarasota, Fl
JP Wealth Management LLC unclassified
Nov 29, 2021 to Jul 5, 2022 · Colorado Springs, Co
Vanguard Advisers, Inc. BD affiliated
Feb 4, 2021 to Oct 29, 2021 · Scottsdale, Az
Fisher Investments independent RIA
Apr 21, 2020 to Jul 20, 2020 · Plano, Tx
T. Rowe Price Advisory Services, Inc. BD affiliated
Jan 3, 2019 to Mar 13, 2020 · Colorado Springs, Co
1st Global Advisors Inc former
Oct 1, 2018 to Oct 11, 2018 · Colorado Springs, Co
T. Rowe Price Advisory Services, Inc. BD affiliated
Nov 17, 2014 to Mar 27, 2018 · Colorado Springs, Co

Moves

a registration end followed by a registration begin elsewhere

T. Rowe Price Advisory Services, Inc. to Fisher Investments
left May 21, 2026, registered Jun 29, 2026 (39 days) · Affiliated broker-dealer or bank to independent RIA
Freedom Investment Management, Inc. to T. Rowe Price Advisory Services, Inc.
left Jan 31, 2024, registered Mar 11, 2024 (40 days) · RIA to RIA
Ip Financial Advisory Services LLC to Freedom Investment Management, Inc.
left Jan 18, 2024, registered Dec 11, 2023 (-38 days) · Affiliated broker-dealer or bank to independent RIA
3d/L Capital Management, LLC to Ip Financial Advisory Services LLC
left Dec 18, 2023, registered Oct 17, 2023 (-62 days) · RIA to affiliated broker-dealer or bank
JP Wealth Management LLC to Origin Investment Advisory LLC
left Jul 5, 2022, registered Apr 13, 2022 (-83 days) · Other
Origin Investment Advisory LLC to 3d/L Capital Management, LLC
left Jun 9, 2022, registered Jul 15, 2022 (36 days) · RIA to RIA
Vanguard Advisers, Inc. to JP Wealth Management LLC
left Oct 29, 2021, registered Nov 29, 2021 (31 days) · Other
Fisher Investments to Vanguard Advisers, Inc.
left Jul 20, 2020, registered Feb 4, 2021 (199 days) · RIA to affiliated broker-dealer or bank
T. Rowe Price Advisory Services, Inc. to Fisher Investments
left Mar 13, 2020, registered Apr 21, 2020 (39 days) · RIA to RIA
1st Global Advisors Inc to T. Rowe Price Advisory Services, Inc.
left Oct 11, 2018, registered Jan 3, 2019 (84 days) · Affiliated broker-dealer or bank to independent RIA
T. Rowe Price Advisory Services, Inc. to 1st Global Advisors Inc
left Mar 27, 2018, registered Oct 1, 2018 (188 days) · RIA to affiliated broker-dealer or bank

Signals

Jesse L Perry left T. Rowe Price Advisory Services, Inc. for Fisher Investments (registered 2026-06-29)
May 21, 2026 · Advisor changed firm · fact
Jesse L Perry left Freedom Investment Management, Inc. for T. Rowe Price Advisory Services, Inc. (registered 2024-03-11)
Jan 31, 2024 · Advisor changed firm · fact
Jesse L Perry left Ip Financial Advisory Services Llc for Freedom Investment Management, Inc. (registered 2023-12-11)
Jan 18, 2024 · Advisor changed firm · fact
Jesse L Perry left 3D/L Capital Management, Llc for Ip Financial Advisory Services Llc (registered 2023-10-17)
Dec 18, 2023 · Advisor changed firm · fact
Jesse L Perry left Jp Wealth Management Llc for Origin Investment Advisory Llc (registered 2022-04-13)
Jul 5, 2022 · Advisor changed firm · fact
Jesse L Perry left Origin Investment Advisory Llc for 3D/L Capital Management, Llc (registered 2022-07-15)
Jun 9, 2022 · 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address