Jordan Perleoni, Financial Advisor located in Athens, TN

Financial Advisor
Jordan Perleoni

AAMS®
582 Congress Pkwy S, Athens, TN 37303opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings
  • Portfolio Reviews
  • Automotive Industry

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Motorcycles
  • Mountain Biking
  • Outdoor Enthusiast
  • Fishing
  • Personal Fitness

Team Members

  • Ginger Holland
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(423) 745-0047

Fax

(855) 677-2261

Office Address

582 Congress Pkwy S
Athens, TN 37303opens in a new window

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