Jeffrey Douglas Perry
President/Ceo/Chief Compliance OfficerPfg Private Wealth Management, LLCCRD 3109224
About Jeffrey Douglas Perry
Jeffrey Douglas Perry is listed as President/Ceo/Chief Compliance Officer at Pfg Private Wealth Management, LLC in Lutz, FL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Pfg Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Douglas Perry work?
Jeffrey Douglas Perry is listed as President/Ceo/Chief Compliance Officer at Pfg Private Wealth Management, LLC on SEC Form ADV.
How much of Pfg Private Wealth Management, LLC does Jeffrey Douglas Perry own?
Form ADV reports a beneficial ownership band of Over 75%.
Pfg Private Wealth Management, LLC
| Title | President/Ceo/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |