Jennifer
Grant
Perryman Financial Advisory, Inc
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About this Advisor
Jennifer Grant is a certified financial planner working out of Dallas, Texas with 6 years of industry experience. Grant is an advisor for Perryman Financial Advisory, Inc. Throughout their career, Grant has worked at Vincent Enterprises, Azz, Grant Associates Consulting, Pollock Advisory Group, Inc, Perryman Securities, Inc, Perryman Financial Advisory Inc and Financial Gravity Wealth Inc Fka Pollock Advisory Group. Grant has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Perryman Financial Advisory, Inc is an advisory firm operating out of Dallas, TX. It controls $521 million in total assets across its 444 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 444 accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on the financial services provided. Fee types billed by Perryman Financial Advisory, Inc can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perryman Financial Advisory, Inc Brokerage Details
$520,931,000
8
444
$1,173,268
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 been registered as a financial advisor for 6 years.*
Perryman Securities, Inc
Perryman Financial Advisory Inc
Grant Associates Consulting
Pollock Advisory Group, Inc
Financial Gravity Wealth Inc Fka Pollock Advisory Group
Azz
Vincent Enterprises
*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 Jennifer Grant 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 Perryman Financial Advisory, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Cleburne, TX
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.
