Jack R. Perry, Jr., CFP®
Certified Financial Planner™
Financial Advisor
8900 Keystone Crossing, Suite 300
Indianapolis, IN 46240
Direct Line: 317-428-4252 or
800-800-CITY (2489)
jperry@citysecurities.com
Jack R. Perry, Jr., is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® and Financial Advisor with the Private Client Group of City Securities Corporation. Jack has over 25 years experience in the financial services industry, specializing in fee-based financial planning and investment management. Jack has completed advanced training in financial planning and investment management earning the CFP® and AIF® certifications.
Jack works with individuals, families and businesses helping them determine their
financial goals and assess their risk tolerance levels. In working with his business clients, Jack’s specialization extends to helping employers build retirement benefit plans for their employees.
Jack is a regular contributor to the Indianapolis Star column “Your Money” and writes the “Common Cents” column for the Zionsville Times Sentinel. He is featured weekly on WTHR.com and is asked to speak on financial topics frequently. Jack, an active leader in Indiana’s financial planning industry, serves on the board of the Financial Planning Association of Greater Indiana and is a committee member for the Indiana chapter of the National Association of Insurance and Financial Advisors.
Jack is a life-long resident of Indiana and attended Indiana University and Ball State University. He is located at the Northside branch of City Securities, 8900 Keystone Crossing, Suite 300, Indianapolis, Indiana 46240. He can be reached directly at 317-428-4252, toll-free at 800-800-CITY (2489) or via e-mail at jperry@citysecurities.com .
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Jack Perry directly at the telephone numbers listed above.
Financial Items of Interest