James Ryan Perry
Financial advisor at Advisory Services Network · Atlanta, GA
Last updated 2026-10-10
Claim your profileJames Ryan Perry is a financial advisor at Advisory Services Network in Atlanta, GA, CRD 6924160. Licenses and exams on the registration: Series 66. First registered 2018-06-13.
Registration
- CRD number
- 6924160
- Registration status
- Active
- First registered
- 2018-06-13
- Years of experience
- 11
- States registered
- MA
Licenses and exams
- Series 66
Work history
- 2015-06 to 2023-07 · Bankers Life & Casualty · Waltham, MA
- 2018-03 to 2023-07 · Banker Life Securities · Waltham, MA
- 2023-08 to Present · Advisory Services Network, LLC · Atlanta, GA
Current employment
- Advisory Services Network · Atlanta, GA
Advisory Services Network
- Regulatory AUM
- $10,595,714,037
- Registered advisors
- 253
- Offices
- 210
- Clients per advisor
- 51.1 (Low)
- Average AUM per client
- $820.2K (Low)
- High-net-worth client ratio
- 8.7% (Low)
Advisory Services Network: advisors, services and reported ETF investments
Reported ETF positions
Advisory Services Network reports 848 ETF positions worth $3.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $190.6M |
| SPY — SPDR S&P 500 ETF TRUST | $138.2M |
| QQQ — Invesco QQQ Trust, Series 1 | $135M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $81.9M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $61.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Advisory Services Network's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $7.1M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | EIS — iShares MSCI Israel ETF | $5.9M | Top 98.7% | Replicability (R²) 38.2% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Advisory Services Network on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
900 Ashwood Parkway, Atlanta, GA 30338
247 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 770-352-0449
- Website: advservnet.com
Official record
Are you James Ryan Perry?
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