Perry Jeffries
Diamond Equity Advisors · Columbus, Ohio
Perry Jeffries is a fee-only financial advisor at Diamond Equity Advisors in Columbus, Ohio. Perry charges an ongoing planning fee and focuses on small business owners, retirement planning and tax planning.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Real estate investors
Facts
| Firm | Diamond Equity Advisors |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $16.4M across 136 accounts |
| SEC registration | Investment adviser representative in LA, OH, TX · CRD 4695547 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.perryjeffries.com |
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Questions about Perry
Is Perry Jeffries a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Perry holds no broker registration, and Diamond Equity Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Perry charge for financial advice?
Perry charges an ongoing planning fee.
Where is Perry Jeffries based?
Perry Jeffries is based in Columbus, Ohio.
What does Perry specialize in?
Perry's specialties include small business owners, retirement planning and tax planning. Perry works with founders, executives, high earners and real estate investors.
Is Perry Jeffries registered with the SEC?
Yes. Perry Jeffries is registered as an investment adviser representative in LA, OH and TX (CRD 4695547), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Diamond Equity Advisors manage?
Diamond Equity Advisors reports $16.4M across 136 accounts in assets under management.
How do I contact Perry Jeffries?
Through Perry's website, www.perryjeffries.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Diamond Equity Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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