Full-service fiduciary retirement planning and investment advisory branch in Clewiston led by Financial Advisor Albert Lee 'Al' Perry (`FINRA CRD #7113762`, supervised by `Edward D. Jones & Co., L.P.`, `Firm CRD #250` / `SEC File #801-14562`, `Sunbiz Doc# A94000000018`). Serving retirees across Clewiston (`33440`), Harlem (`33440`), Montura Ranch (`33440`), and Lake Okeechobee's southern shore, the office specializes in U.S. Sugar, agribusiness, and Florida Retirement System (`FRS`) DROP pension rollovers, IRA/401(k) consolidation, Required Minimum Distribution (`RMD`) income modeling, tax-free municipal bond ladders, Social Security claiming strategies, and long-term care asset protection.
Official Verification Sources: FINRA BrokerCheck — Albert Lee Perry (CRD #7113762); SEC IAPD — Edward D. Jones & Co., L.P. (CRD #250 / SEC #801-14562)
Issuer: FINRA, U.S. SEC & Florida Department of Financial Services
Notes: Holds FINRA Series 7, Series 66, and SIE registrations plus Florida DFS 2-15 Life, Health & Variable Annuity license. Verified clean regulatory record (0 disclosures).
Factual details and direct answers about Edward Jones — Albert Lee "Al" Perry, Financial Advisor (Clewiston Branch)'s services, licensing, and credentials.
Is Al Perry registered as both a broker and an SEC investment adviser in Clewiston?
Yes. Albert Lee 'Al' Perry (FINRA CRD #7113762) is dually registered with FINRA (Series 7) and the SEC (Series 66 Investment Adviser Representative) through Edward Jones (Firm CRD #250 / SEC #801-14562) with 0 regulatory disclosures.
Can the Clewiston Edward Jones branch assist with corporate or state pension rollovers?
Yes. The office at 1012 W Sagamore Ave, Suite 1 in Clewiston ((863) 983-1019) regularly assists retiring agribusiness employees, Hendry County teachers, and municipal workers with evaluating lump-sum vs. annuity pension options, FRS DROP rollovers, and tax-deferred IRA transitions.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.