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Detailed Report
JASON COOPER PERLMAN
CRD#: 6364962
IA
Investment Adviser
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Previous Broker
SPC FINANCIAL INCCRD#: 104618 3202 TOWER OAKS BLVD
SUITE 400
ROCKVILLE, MD 20852-4219
Registration History
20162017201820192020202120222023202420252026IASPC FINANCIAL INC (CRD# 104618)2016 - Present (8 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2016 - 2024 (8 years)
License(s)

State Registrations

IA
Maryland 8/30/2016
Current Registration(s)
IA
SPC FINANCIAL INC (CRD#:104618)
3202 TOWER OAKS BLVD SUITE 400, ROCKVILLE, MD 20852-4219
Registered with this firm since 8/30/2016
Previous Registration(s)
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 03/01/2016 - 10/01/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) ROCKVILLE, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.