About

Jeff focuses on advising and consulting with clients about financial planning and portfolio management services. He is also responsible for financial mentoring and hosting financial educational workshops. Prior to becoming a financial advisor, Jeff served four terms as an elected State Representative in the Massachusetts House of Representatives.  Jeff also served as the Superintendent/Special Sheriff for the Barnstable County Sheriff’s Office and an Adjunct Professor at Cape Cod Community College in constitutional law, evidence, civil litigation, and U.S. history.

Jeff now lives in Florida with his wife Lisa. Outside of work, he enjoys spending time with his son and granddaughter, boating, running, traveling, and politics. He is very active in his community. Jeff is a volunteer Big Brother in Vero Beach and has served on the Board of Directors or Steering Committee for multiple organizations including the Cape Cod Children’s Museum and the Cape & Islands Emergency Medical Service System.

Education

  • JD - New England School of Law 
  • BA - Sociology, Criminal Justice, Curry College
  • AA - Liberal Studies

Resources from Jeff Perry

Topic
PDF
With the recent passage of the “One Big Beautiful Bill” President Trump and Congress reformed part of Medicaid with new work requirements and significant efforts to reduce fraud. Many political pundits predicted that no one in Washington, DC would dare touch Medicaid.
8/28/2025
PDF
Congratulations! You have been disciplined and focused on saving for your retirement. You have conservatively projected income sources and expenses. You now believe that because you have enough assets and income sources, that work is completely optional.
10/2/2023

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