Unclaimed Profile

Jessica Lyn Perno

PARK CITIES ADVISORS LLC·DALLAS, Texas

Clean recordPARK CITIES ADVISORS LLC

8214 WESTCHESTER DRIVE, DALLAS, TX 75225CRD# 5011241Firm CRD# 290191

Profile Verification

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

Identity

Jessica Lyn Perno · DALLAS, TX

Registration

CRD #5011241 · PARK CITIES ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jessica Lyn Perno is a registered financial advisor based in DALLAS, Texas, affiliated with PARK CITIES ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PARK CITIES ADVISORS LLC

AUM

$398M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARK CITIES ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5011241

Firm CRD# 290191

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Frequently Asked Questions

What services does Jessica Lyn Perno offer?

Jessica Lyn Perno specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Jessica Lyn Perno's credentials?

Jessica Lyn Perno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Lyn Perno located?

Jessica Lyn Perno is based in DALLAS, Texas, working with PARK CITIES ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jessica Lyn Perno charge for services?

Jessica Lyn Perno's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK CITIES ADVISORS LLC?

PARK CITIES ADVISORS LLC has approximately 12 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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