Perryman Financial Advisory, Inc
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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
Years of Experience
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Perryman Financial Advisory, Inc Brokerage Details
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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.
Perryman Securities, Inc
Perryman Financial Advisory Inc
Financial Gravity Wealth Inc Fka Pollock Advisory Group
Grant Associates Consulting
Pollock Advisory Group, Inc
Jennifer Grant has no disclosures.
Please visit their SEC profile for more details.