John Patrick Perry is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-08-07 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2024-05-13 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-08-18 | 2024-01-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-09-10 | 2017-05-17 | — |
| UBS FINANCIAL SERVICES INC. | 2013-01-07 | 2014-03-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-08-17 | 2012-12-11 | — |