J.P. Morgan Securities
46yrs
Top advisor by experience in Santa Monica
1yr
Kory Keith has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Santa Monica, California. Kory joined Perennial Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Perennial Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 300 advisors with offices in Santa Monica, and one of 263 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2665 30th Street Suite 212, Santa Monica, CA 90405
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$758,234
Advisors at the firm45
States licensed ?1 state
Services through Perennial Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowPerennial Financial ServicesCurrent firm
Questions to ask Kory
Tailored to Kory’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kory
How do I contact Kory?
Call Perennial Financial Services at 310-445-2504 and ask for Kory Keith. Kory works from the Santa Monica, CA office.
How long has Kory been a financial advisor?
Kory has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Kory hold?
Series 66. Tap any license on this page to see what it allows.
Is Kory a fiduciary?
Kory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kory paid?
Perennial Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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