JP
JP

Jeffrey Perkins

11 Years of Experience
Holland, MI
Broker

Jeffrey Perkins is a registered investment advisor, based in Holland, MI, with 11 years of industry experience.

Location

301 Hoover Blvd., Suite 300, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey oversees taxes, purchasing, and marketing for Rebecca Perkins Homes, dedicating minimal time. He is also Vice President of Wealth Management at West Michigan Advisors, an independent RIA, dedicating nearly full-time hours to financial planning, investment recommendations, and monitoring of investments.

Employment History
Current Registrations
Level Four Financial, LLCBroker
October 2023 - Present · 2 yrs 6 mos
West Michigan Advisors
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
October 2014 - October 2023 · 9 yrs
Raymond James & Associates, INC.Broker
August 2014 - October 2023 · 9 yrs 2 mos
State Registrations4 states
COFLMIVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Perkins - Financial Advisor | TrueAdvisor