PERRY WEALTH MANAGEMENT - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Jack Perry is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® , Professional Plan Consultant® and President of Perry Wealth Management. He nearly 40 years' experience in the financial services industry and has remained active in its community. Jack has served in several board positions with the Financial Planning Association of Greater Indiana, including as President. As President, Jack was responsible for several initiatives including: a project with Indiana State Teachers Retirement Fund to deliver free financial planning counsel to their members, the inaugural Indianapolis Financial Planning Day, a national joint program with the FPA, the National Council of Mayors and Mayor Greg Ballard's office and a joint program with the Indiana Secretary of State advancing the fiduciary standard. Jack remains a staunch supporter of the fiduciary standard. Jack's investment management has been focused in Closed-End Funds and Exchange Traded Funds for most of his career. Jack has been quoted in such periodicals as the Wall Street Journal and the Financial Times for his experience in this area. Jack has also been featured in the Indianapolis Star's Financial Makeover series. He incorporates these dynamic securities into risk appropriate portfolios. Clients receives an individualized investment policy statement that serves as their blue print for their personal investment strategy. In addition to being an advocate for financial planning, Jack provides fee based financial planning services. He strives to provide a holistic approach to each client's financial circumstance to make every strategy uniquely personalized for his client. Jack is also very involved in serving corporate and not-for-profit retirement plans. Jack draws from his many years of experience in presenting retirement planning workshops for local business such as Allison Transmission, Rolls-Royce Corporation, and the US Army Federal Finance Service Center. He focuses on helping companies design and install cost effective retirement plans that respond to the needs of the participant and serve as a recruiting and retention tool for the business. Jack takes special care to help ensure his business owner understands (OR addresses) ERISA, DOL, and IRS guidelines and their fiduciary obligations' by implementing a comprehensive process to help them manage their plan and keep them prepared for an audit. He regularly serves as a 3(21) investment fiduciary for his clients. In addition to his professional designations, Jack is FINRA Series 7, 63 and 65 registered with LPL Financial. He also holds his Life, Health insurance licenses.