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La Derrious Perry

Advisor at J.P. Morgan Securities — North Little Rock, AR E Mc Cain Blvd

Updated today

Credentials

Series 66

Experience

3 years

Location

North Little Rock, AR 72117

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,633 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

La Derrious Perry is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and Fragrance Outlet LLC. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

North Little Rock, AR E Mc Cain Blvd

4501 E Mc Cain Blvd

North Little Rock AR 72117

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

3 years of industry experience

J.P. Morgan Securities

2026 - Present • 1 year

North Little Rock, AR

JPMorgan Chase BAnk, N.A.

2026 - Present • 1 year

North Little Rock, AR

Fragrance Outlet LLC

2025 - 2026 • 1 year

Little Rock, AR

MERRILL LYNCH / Bank Of America

2023 - 2026 • 3 years

Little Rock, AR

Jamm Fabrication

2023 - 2023 • 1 year

North Little Rock, AR

Richardson Properties LLC / The Pointe at Brodie Creek

2022 - 2023 • 1 year

Little Rock, AR

Northwestern Mutual Life Insurance Company

2021 - 2022 • 1 year

Little Rock, AR

Fragrance Outlet LLC

2021 - 2024 • 3 years

Little Rock, AR

Arkansas Office Products

2021 - 2021 • 1 year

Jacksonville, AR

EAN Holdings, LLC

2021 - 2021 • 1 year

Little Rock, AR

Williams Baptist University

2020 - 2021 • 1 year

Walnut Ridge, AR

Unemployed

2019 - 2020 • 1 year

Little Rock, AR

Onin Staffing

2019 - 2019 • 1 year

Little Rock, AR

Ross Stores

2019 - 2019 • 1 year

North Little Rock, AR

Unemployed

2018 - 2019 • 1 year

Little Rock, AR

Target Corporation

2017 - 2017 • 1 year

North Little Rock, AR

Unemployed

2017 - 2017 • 1 year

Little Rock, AR

Sunday Adebayo

2016 - 2016 • 1 year

Little Rock, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Adam R

Series 65, Series 63

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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