Jeff Perry

Chief Executive Officer at PFG Private Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).

Jeff Perry active positions

Companies	Position	Start
PFG Private Wealth Management LLC PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans.	Chief Executive Officer	30/11/2015

All active positions of Jeff Perry

Former positions of Jeff Perry

Companies	Position	End
Banc of America Capital Management LLC	Corporate Officer/Principal	30/06/1999

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Training of Jeff Perry

Wake Forest University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Banc of America Capital Management LLC	Finance
PFG Private Wealth Management LLC PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans.	Finance

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