Jennifer
Grant

Perryman Financial Advisory, Inc

CRD#6677103
Investment Advisor
in Dallas, TX
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About this Advisor

Jennifer Grant is a certified financial planner who lives in Dallas, Texas. Currently a registered financial advisor at Perryman Financial Advisory, Inc, they have accumulated 14 years of professional experience in the financial advisory industry. Grant has Series 65 and Series 63 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Grant is registered to advise clients in Texas. The advisor has gained experience at Azz, Financial Gravity Wealth Inc Fka Pollock Advisory Group, Vincent Enterprises, Grant Associates Consulting, Pollock Advisory Group, Inc, Perryman Securities, Inc and Perryman Financial Advisory Inc. Perryman Financial Advisory, Inc is located in Dallas, Texas. As an advisory firm, Perryman Financial Advisory, Inc manages $357 million in assets dispersed across 470 accounts and retains eight staff members. The firm's total assets under management makes it one of the bigger financial advisory firms in the nation. The firm manages 340 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Perryman Financial Advisory, Inc can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12221 Merit Dr Ste 1660
Dallas, TX 75251

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Perryman Financial Advisory, Inc Brokerage Details

Total Assets Under Management

$352,000,000

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

560

TX Average: 2,315
Average Account Size

$628,571

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jennifer Grant Work History

Jennifer has 14 years of experience.

2017 - Present (2 years)

Perryman Securities, Inc

2017 - Present (2 years)

Perryman Financial Advisory Inc

2016 - 2017 (1 year)

Financial Gravity Wealth Inc Fka Pollock Advisory Group

2016 - 2017 (1 year)

Grant Associates Consulting

2016 - 2016 (< 1 year)

Pollock Advisory Group, Inc

2015 - 2016 (1 year)

Azz

2004 - 2015 (11 years)

Vincent Enterprises

Disclosures

Jennifer Grant has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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