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JEFFERY DALE PERKINS
Jeff Perkins, Jeffery Dale Perkins, Jeffery Perkins
CRD#: 6344149
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 HOWE DRIVE
COVINGTON, KY 41015
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 100 HOWE DRIVE
COVINGTON, KY 41015
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2017 - 2022 (5 years)2 FIRMS2022 - Present (2 years)BHD VEST INVESTMENT SERVICES (CRD# 13686)2014 - 2017 (2 years)IAH.D. VEST ADVISORY SERVICES, INC (CRD# 104556)2016 - 2017 (<1 year)
License(s)

State Registrations

B
Alabama 8/17/2022

B
Montana 8/17/2022

B
Alaska 8/17/2022

B
Nebraska 8/17/2022

B
Arizona 8/17/2022

B
Nevada 8/17/2022

B
Arkansas 8/17/2022

B
New Hampshire 8/17/2022

B
California 8/17/2022

B
New Jersey 8/17/2022

B
Colorado 8/17/2022

B
New Mexico 8/17/2022

B
Connecticut 8/17/2022

B
New York 8/17/2022

B
Delaware 8/17/2022

B
North Carolina 8/17/2022

B
District of Columbia 8/17/2022

B
North Dakota 8/17/2022

B
Florida 8/17/2022

B
Ohio 8/17/2022

B
Georgia 8/17/2022

B
Oklahoma 8/17/2022

B
Hawaii 8/17/2022

B
Oregon 8/17/2022

B
Idaho 8/17/2022

B
Pennsylvania 8/17/2022

B
Illinois 8/17/2022

B
Puerto Rico 8/17/2022

B
Indiana 8/17/2022

B
Rhode Island 8/17/2022

B
Iowa 8/17/2022

B
South Carolina 8/17/2022

B
Kansas 8/17/2022

B
South Dakota 8/17/2022

B
Kentucky 8/17/2022

B
Tennessee 8/17/2022

IA
Kentucky 8/23/2022

B
Texas 8/17/2022

B
Louisiana 8/17/2022

IA
Texas 8/24/2022

B
Maine 8/17/2022

B
Utah 8/17/2022

B
Maryland 8/17/2022

B
Vermont 8/17/2022

B
Massachusetts 8/17/2022

B
Virginia 8/17/2022

B
Michigan 8/17/2022

B
Washington 8/17/2022

B
Minnesota 8/17/2022

B
West Virginia 8/17/2022

B
Mississippi 8/17/2022

B
Wisconsin 8/17/2022

B
Missouri 8/17/2022

B
Wyoming 8/17/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
100 HOWE DRIVE, COVINGTON, KY 41015
Registered with this firm since 8/23/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
100 HOWE DRIVE, COVINGTON, KY 41015
WILLIAMSTOWN, KY
Registered with this firm since 8/17/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/22/2017 - 07/29/2022 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) FLORENCE, KY
B
02/22/2017 - 07/29/2022 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) FLORENCE, KY
IA
08/01/2016 - 03/03/2017 H.D. VEST ADVISORY SERVICES, INC (CRD#:104556) Williamstown, KY
B
07/11/2014 - 03/03/2017 HD VEST INVESTMENT SERVICES (CRD#:13686) WILLIAMSTOWN, KY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.