Five Star award winner Jen Grant, MBA, CFP®

PROFESSIONAL PROFILE

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Jen Grant, MBA, CFP^®

Financial Advisor and Wealth Manager

Perryman Financial Advisory

12221 Merit Dr Ste 1660

Dallas, TX 75251

Office: 972-770-4800

jgrant@billperryman.com
www.billperryman.com

Professional Approach

Jen has found throughout the course of her career that, for her, professional fulfillment requires personal connection. She is passionate about working closely with each client to create dynamic, highly personalized action plans. Recognizing that financial independence is crucial no matter what curveballs life may throw, she prides herself on her ability to demystify financial advising and provide her clients a genuine human experience. With well over a decade of industry experience, Jen graduated summa cum laude from Centenary College of Louisiana, and holds a Masters Degree from the University of Texas at Austin in addition to an MBA from the University of Texas at Dallas. She has been quoted by Forbes, MarketWatch, Investor Business Daily, PolicyGenius and ThinkAdvisor.

As a Certified Financial Planner™, she has a diverse background. Having worked with everything from Fortune 500s to small- and mid-sized privately held companies, she now chooses to channel her time and attention into one-on-one advising. Both personally and professionally, Jen has been a long-standing advocate for women in the workforce, and specializes in helping her clients navigate emotionally-charged periods of transition, particularly after divorce or the loss of a loved one. With her compassionate nature and innate ability to identify and clarify unspoken needs, she takes pride in her ability to guide and advise.

Jen enjoys mentoring and supporting women from all walks of life. She is currently involved with a Working Moms Group at the First United Methodist Church in Richardson, and plays an active role in both the Texas Women’s Foundation and the Financial Planners Association of Dallas-Ft. Worth. Outside the office, Jen is an ardent self-help book reader, podcast enthusiast and currently lives in Garland with her beautiful family including three teenagers and two very well-loved dogs. Her family is built on a love of Broadway musicals!

See Accomplishments

This award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,274 Dallas-area wealth managers were considered for the award; 336 (8% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4,039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4,007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4,374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3,899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3,851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2,730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2,471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2,862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5,080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3,834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2,688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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Securities Offered Through Perryman Securities, Inc. Member FINRA / SIPC

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.