Jacob Perry has been an investment adviser representative at Interactive Financial Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
- – present · 1 yearWest Allis, WI · Adviser representative · Firm CRD 125117
Investment adviser representative registrations
Jacob Perry is registered as an investment adviser representative in Wisconsin, since September 2025.
- WisconsinSince 12 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Lawrence Perry
- CRD
- 8154630
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- West Allis, WI
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Perry work?
Jacob Perry is an investment adviser representative registered through Interactive Financial Advisors, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Perry a financial advisor?
Yes. Jacob Perry has a current investment-adviser registration in Wisconsin, through Interactive Financial Advisors since September 2025.
How many years of experience does Jacob Perry have?
Jacob Perry has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Jacob Perry passed?
Jacob Perry passed the Series 65 in September 2025.
Where is Jacob Perry based?
Jacob Perry’s registered office is in West Allis, WI.
Is Jacob Perry registered with FINRA?
No. Jacob Perry has no current broker registration.
How can I verify Jacob Perry’s record?
Search CRD 8154630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Perry’s full registration record.