Jeffrey
Peras
Bolton Securities Corporation
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About this Advisor
Jeffrey Peras is a financial advisor based in Salem, Massachusetts, working with Bolton Securities Corporation. Jeffrey has previously held positions at Bolton Global Capital and Bolton Securities Corporation. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Jeffrey is part of Bolton Securities Corporation, which operates out of Salem, Massachusetts. The firm has 65 offices and 153 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bolton Securities Corporation includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bolton Securities Corporation Brokerage Details
$5,853,942,197
153
6,217
$941,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Peras Work History
Bolton Global Capital
Bolton Securities Corporation
Disclosures
Please visit the SEC profile of Jeffrey Peras to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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