Jaret
Perryman

Smith, Moore & Co

CRD#3034594
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jaret Perryman is a financial advisor working in Saint Louis, Missouri with 4 years of relevant experience. Perryman is an employee of Smith, Moore & Co. Their career trajectory has included roles at Larson Financial Group, LLC, Larson Financial Securities, LLC, Smith, Moore & Co, Ssn Advisory, Inc, Millenia Investments and Securities Service Network. Perryman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Smith, Moore & Co is an advisory firm based out of Saint Louis, MO. It has offices in 10 locations and a total of 55 financial advisors. It manages $2 billion in assets among its 4,657 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Smith, Moore & Co provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on the type of services. However, fees charged by Smith, Moore & Co most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7777 Bonhomme Ave., Suite 2400
Saint Louis, MO 63105

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Smith, Moore & Co Brokerage Details

Total Assets Under Management

$1,451,104,109

MO Average: $11,469,110,461
Total Number of Employees

55

MO Average: 458
Total Number of Accounts

4,657

MO Average: 33,415
Average Account Size

$311,596

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jaret Perryman Work History

Jaret has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Smith, Moore & Co

2019 - 2022 (3 years)

Smith, Moore & Co

2017 - 2019 (2 years)

Ssn Advisory, Inc

2017 - 2019 (2 years)

Millenia Investments

2017 - 2019 (2 years)

Securities Service Network

2013 - 2017 (4 years)

Larson Financial Group, LLC

2013 - 2017 (4 years)

Larson Financial Securities, LLC

2009 - 2013 (4 years)

Larson Financial Group, LLC

2009 - 2013 (4 years)

Larson Financial Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jaret Perryman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Moore & Co

Kyle Shaw
Saint Louis, MO
Christina Hake
Jefferson City, MO
Todd Barnthouse
Brandon, MS
Ian Rothbarth
Saint Louis, MO
Danny Moore
Brandon, MS
Donna Zoeller
Saint Louis, MO
Cory Downer
Saint Louis, MO
Lauren Hemmen
Effingham, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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