Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
1yr
Brett Perry is a fiduciary financial advisor in New Orleans, Louisiana, with 1 year in the industry. Brett joined Edward Jones in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office606 N Carrollton Ave Suite A, New Orleans, LA 70119
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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
- Apr 2025 – nowEdward JonesCurrent firm
Questions to ask Brett
Tailored to Brett’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Brett
How do I contact Brett?
Call Edward Jones at (314) 515-2000 and ask for Brett Perry. Brett works from the New Orleans, LA office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brett 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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