Jacob Perry
Lutz,FL
Summary
Skilled Investment Advisor Representative, with a strong background in providing personalized investment solutions and financial planning services. Possess a deep understanding of market trends, portfolio management, wealth preservation strategies, and regulatory compliance. Notable strengths include analytical problem-solving, client relationship management, and strategic financial advisement. I have made significant impacts by guiding clients to make informed investment decisions, leading to wealth growth and risk mitigation.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
PFG Private Wealth Management
Lutz, FL
07.2024 - Current
- Communicated regularly with clients regarding portfolio performance, changes in strategy or market conditions, and other relevant topics.
- Provided ongoing customer service support throughout the entire client relationship cycle.
- Reviewed client portfolios on a regular basis to ensure investments are in line with risk tolerance and goals.
- Developed and implemented customized financial plans for clients based on their individual needs.
- Educated clients on the basics of investing and managing wealth in a variety of markets.
Community Group Leader
Liberty University
Lynchburg, VA
08.2024 - 05.2025
- Lead a small group of students for more intimate conversations regarding specific topics related to faith.
- I organized and facilitated events for my residential hall. Including service projects and camping trips.
- Intentionally counseled students one-on-one regarding life and relationships.
Intern
PFG Private Wealth Management
Lutz, FL
05.2024 - 08.2024
- Maintained accurate records of all activities performed throughout internship period.
- Organized client meetings to provide project updates.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Worked closely with portfolio management, and assisted in investment decisions.
- Analyzed prospective client's accounts.
Camp Counselor
MapleRidge Ranch
Owego, NY
06.2022 - 08.2023
- Counseled 9th-10th grade boys through intentional one-on-one conversations and daily group leading
- Facilitated conversations on sensitive topics with multiple boys and provided them guidance and support
- Provided a safe space to encourage personal growth while modeling appropriate behaviors
- Facilitated group problem-solving discussions to build positive relationships among campers.
Education
BS - Business Administration & Data Analysis: Financial Planning
Liberty University
Lynchburg, VA05.2025
Skills
- Analytical thinking
- Self-motivated nature
- Securities analysis
- Customer Service-oriented
- Documentation and recordkeeping
- Research and analysis
Certification
- Passed the Series 65 Exam - Currently a licensed Investment Advisor Representitive.
- Passed the FL (215) Life, Health, Annuity (Including Variable) Insurance Exam.
- Scheduled to sit in the CFP exam in July, 2025.
Community Service
- Contributed over 100 hours of community service, demonstrating a strong commitment to social responsibility and volunteerism. Including delivering food for the home-bound, and completing yard work.
Timeline
Community Group Leader
Liberty University
08.2024 - 05.2025
Investment Advisor Representative
PFG Private Wealth Management
07.2024 - Current
Intern
PFG Private Wealth Management
05.2024 - 08.2024
Camp Counselor
MapleRidge Ranch
06.2022 - 08.2023
BS - Business Administration & Data Analysis: Financial Planning
Liberty University
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