Jason C. Perlman joined SPC Financial® (SPC) in July 2014 as a Client Service Associate, working for the firm’s President and CEO, Edward G. Sella. During his 3 years as the liaison between the President and the firm’s clients, he worked closely with clients by facilitating their requests, as well as correspondence.
Jason is currently a Financial Planning Associate, supporting a team of financial advisors. He provides client reports and also assists with SPC’s investment management team.
He is a Registered Representative with Raymond James Financial Services, Inc. (member FINRA/SIPC). He holds the General Securities Representative (Series 7) and the NASAA Uniform Combined State Law (Series 66) certifications. In 2019, Jason successfully earned his CERTIFIED FINANCIAL PLANNER™ Professional certification.
He received a B.S. degree in Sport Management from the University of Tennessee, Knoxville in 2014.
Jason currently resides in Olney, Maryland with his wonderful wife, Sarah. He enjoys playing sports, spending time with friends and family, and supporting his beloved Tennessee Volunteers.