Jeffrey Perkins has been an investment adviser representative at Tamarisk Financial since October 2023, and is not listed among the firm’s executive officers or direct owners. Jeffrey Perkins holds a BA in Journalism from Franklin College.
Tamarisk Financial, LLC is a Holland, MI firm with $781M under management, 1,378 clients and 16 advisers in one office, as of its July 2026 filing.
Jeffrey Perkins is Vice President, Wealth Management of West Michigan Advisors, based in Holland, Michigan. Perkins provides advisory services to families and business owners and is a member of the firm's Investment Committee. Perkins has more than a decade of experience and works on comprehensive financial planning that integrates tax and wealth management strategies.
Jeffrey Perkins’ longest registration was 9 years at Raymond James & Associates, Inc. (2014–2023). Before joining Tamarisk Financial in 2023, Jeffrey Perkins was registered through Raymond James & Associates, Inc.
- West Michigan AdvisorsCurrent– present · 3 yearsHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James & Associates, Inc.– · 9 yearsHolland, MI · Adviser representative · Firm CRD 705
Professional designations
Listed by Tamarisk Financial
- Accredited Asset Management Specialist (AAMS)
- Accredited Wealth Management Advisor (AWMA)
Investment adviser representative registrations
Jeffrey Perkins is registered as an investment adviser representative in Michigan, since October 2023.
- MichiganSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 October 2014 |
| Series 7 | General Securities Representative Examination | 6 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey David Perkins
- CRD
- 6369152
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- westmichiganadvisors.com
Where does Jeffrey Perkins work?
Jeffrey Perkins is an investment adviser representative registered through Tamarisk Financial, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Perkins a financial advisor?
Yes. Jeffrey Perkins has a current investment-adviser registration in Michigan, through Tamarisk Financial since October 2023.
How many years of experience does Jeffrey Perkins have?
Jeffrey Perkins has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Jeffrey Perkins passed?
Jeffrey Perkins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Jeffrey Perkins with the SIE, which began in October 2018.
Where is Jeffrey Perkins based?
Jeffrey Perkins’ registered office is in Holland, MI.
Is Jeffrey Perkins registered with FINRA?
Yes. Jeffrey Perkins has a current broker registration, under CRD 6369152.
Source: FINRA BrokerCheck
How can I verify Jeffrey Perkins’ record?
Search CRD 6369152 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Perkins’ full registration record.
