Unclaimed Profile

Jason Matthew Peroni

SEVENONESEVEN CAPITAL MANAGEMENT, LTD·LANCASTER, Pennsylvania

Series 6, Series 7, Series 63, Series 6624 years registeredSEVENONESEVEN CAPITAL MANAGEMENT, LTD

1755 OREGON PIKE, LANCASTER, PA 17601CRD# 2754901Firm CRD# 305092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Matthew Peroni · LANCASTER, PA

Registration

CRD #2754901 · SEVENONESEVEN CAPITAL MANAGEMENT, LTD · 24 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Apr 2026 – present

FAITH INVESTOR SERVICES

Sep 2023 – Apr 2026

Charleston, SC

RETIREMENT SPECIALTY GROUP, INC.

May 2021 – Sep 2023

COOKEVILLE, TN

AMBASSADOR ADVISORS, LLC

Jan 2020 – Aug 2020

Mount Pleasant, SC

SEVENONESEVEN CAPITAL MANAGEMENT

Nov 2019 – Apr 2021

Mount Pleasant, SC

SIGNAL RESEARCH GROUP LLC

May 2018 – Dec 2020

Wrightsville, PA

FAITH-BASED INVESTOR, LLC

Oct 2010 – Dec 2018

MOUNT PLEASANT, SC

VALUES FIRST ADVISORS, INC.

Aug 2009 – Jun 2010

MOUNT PLEASANT, SC

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2007 – Aug 2009

BEDFORD, NH

LINSCO/PRIVATE LEDGER CORP.

Jun 2005 – Oct 2007

N. ANDOVER, MA

CUNA BROKERAGE SERVICES, INC.

Oct 2001 – Jul 2005

LOWELL, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 1, 2001

Years registered · 24

Disclosure History

2026Employment Separation After Allegations

2012Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

SEVENONESEVEN CAPITAL MANAGEMENT, LTD

CRD 305092 · SEC 801-117445

AUM

$631M

Regulatory assets under management

Employees

4,894 client accounts

Services offered by SEVENONESEVEN CAPITAL MANAGEMENT, LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SEVENONESEVEN CAPITAL MANAGEMENT, LTD →

Introduction

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Frequently Asked Questions

What services does Jason Matthew Peroni offer?

Jason Matthew Peroni specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Jason Matthew Peroni's credentials?

Jason Matthew Peroni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Matthew Peroni located?

Jason Matthew Peroni is based in LANCASTER, Pennsylvania, working with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Jason Matthew Peroni charge for services?

Jason Matthew Peroni's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEVENONESEVEN CAPITAL MANAGEMENT, LTD?

SEVENONESEVEN CAPITAL MANAGEMENT, LTD has approximately 8 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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