Jason Perry

Jason works in Investment Management and Financial Planning at Securities America, Inc. a wholly owned subsidiary of Ladenberg Thalmann Financial Corporation,  one of the Top 10 Independent broker-dealer firms in the country with roots dating back to 1876 and more than $86 Billion in total client assets under management.

Through Securities America’s client group, he delivers a broad array of comprehensive wealth management advice to families, businesses, corporate executives, professional athletes, entrepreneurs, foundations, retirees, and private investors.

In addition to having his Series 7, 66 and 2-15 Life, Health & Variable Annuity Insurance license, Jason holds the following professional designation: AAMS® (Accredited Asset Management SpecialistTM). His leadership and business acumen serve as the cornerstone for building a successful wealth management practice that is dedicated to providing a personalized and very client focused approach to financial planning and investing. 

Jason has been dedicated to working alongside of organizations such as the National Center for Missing and Exploited Children and Christy’s Cause to eradicate child sex trafficking and the exploitation of children. He is passionate about taking a stand to protect children from predators and utilizes his energies to collaborate with like-minded organizations such as Christy’s Cause to stamp out this horrible epidemic.