James Gerald Perry

CRD 5006641 · Edward Jones · Cape Coral, FL

IA RegisteredBroker

Also appears in the source record as: James Perry

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 31Series 7Series 10Series 9Series 24Series 66
Registered states (18): Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New York · Ohio · Oregon · Texas · Virginia · West Virginia
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (14)

From the source registration record · current first

Edward JonesCurrent
Cape Coral, FL · BC capacity

start not retrieved → present
Edward JonesCurrent
Cape Coral, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
Cape Coral, FL · IA capacity

start not retrieved → present
Alphastar Capital Management, LLC
Cape Coral, FL · IA capacity

Jan 23, 2014 → Sep 19, 2014
Capital Financial Services, Inc.
Cape Coral, FL · IA capacity

Feb 19, 2013 → Jan 15, 2014
Capital Financial Services, Inc.
Cape Coral, FL · BC capacity

Feb 11, 2013 → Jan 15, 2014
Global Financial Private Capital, LLC
Fort Meyers, FL · IA capacity

Aug 17, 2011 → Feb 13, 2013
Park Avenue Securities LLC
Estero, FL · IA capacity

Jul 29, 2010 → Mar 24, 2011
Park Avenue Securities LLC
Estero, FL · BC capacity

Jul 21, 2010 → Mar 24, 2011
Metlife Securities Inc.
Ft. Myers, FL · IA capacity

Jan 4, 2007 → Jul 12, 2010
Metlife Securities Inc.
Ft. Myers, FL · BC capacity

Sep 7, 2006 → Jul 12, 2010
Metropolitan Life Insurance Company
Naples, FL · BC capacity

Sep 7, 2006 → Jul 9, 2007
Morgan Stanley
Ft. Myers, FL · IA capacity

Oct 20, 2005 → Aug 11, 2006
Morgan Stanley Dw Inc.
Ft. Myers, FL · BC capacity

Sep 30, 2005 → Aug 11, 2006

Source & corrections

Where this page comes from

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