Jessica Perkins has been an investment adviser representative at Heritage Financial Counselors since February 2023, and is not listed among the firm’s executive officers or direct owners. Jessica Perkins holds a BS in Business Management from Johnson & Wales University.
Heritage Financial Counselors, LLC is a Bedminster, NJ firm with $236M under management, 143 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jessica L. Perkins is Director of Next Gen Planning of Heritage Financial Counselors, based in Bedminster, NJ. She joined the Heritage team in 2020. She works with younger clients on decisions such as career development, repayment of student loans, learning about investing, buying a home, and purposefully saving.
- – present · 3 yearsBedminster, NJ · Adviser representative · Firm CRD 288232
Professional designations
Listed by Heritage Financial Counselors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- IRS Enrolled Agent
Investment adviser representative registrations
Jessica Perkins is registered as an investment adviser representative in New Jersey, since February 2023.
- New JerseySince 3 February 2023
Examinations
No examinations are on Jessica Perkins’s record.
- Full name
- Jessica Lynda Perkins
- CRD
- 7692724
- Firm
- Heritage Financial Counselors · CRD 288232
- Office
- 442 MAIN STREET (ROUTE 202), Bedminster, NJ 07921
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagefinancialcounselors.com
Where does Jessica Perkins work?
Jessica Perkins is an investment adviser representative registered through Heritage Financial Counselors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Perkins a financial advisor?
Yes. Jessica Perkins has a current investment-adviser registration in New Jersey, through Heritage Financial Counselors since February 2023.
How many years of experience does Jessica Perkins have?
Jessica Perkins has 3 years in the financial industry, since February 2023, across 1 adviser firm.
Where is Jessica Perkins based?
Jessica Perkins’ registered office is in Bedminster, NJ.
Is Jessica Perkins registered with FINRA?
No. Jessica Perkins has no current broker registration.
Is Jessica Perkins a CFP?
Heritage Financial Counselors lists Jessica Perkins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jessica L. Perkins, CFP®, CIMA®, IRS Enrolled Agent biography, heritagefinancialcounselors.com
How can I verify Jessica Perkins’ record?
Search CRD 7692724 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Perkins’ full registration record.
