Jerome Perkins brings a blend of global insight and approachable clarity to Harrison Brook as our newest Financial Advisor. Having spent his life in the United States, Jerome recently made the move to France to start a new chapter, bringing with him a fresh transatlantic perspective shaped by both French and American ties.
Since launching his career in 2013 at Schaefer Financial Management, Jerome has developed a reputation for transparent, jargon-free financial planning. He earned his Certified Financial Planner (CFP®) certification in 2016 and went on to become a Chartered Financial Analyst (CFA) in 2023. At Schaefer, he served as Financial Planner and Director of Investment Research, where he crafted efficient, tailored investment portfolios and guided clients through the complexities of asset management.
At Harrison Brook, Jerome seamlessly aligns with our philosophy: winning trust through sensible, transparent advice delivered in straightforward language. His background offers him a nuanced understanding of the challenges and opportunities facing U.S.-connected clients living abroad, particularly in areas such as cross-border investment, IRAs, 401(k) rollovers, and PFIC-aware solutions.
Whether helping clients consolidate their U.S. retirement accounts, build low-cost diversified portfolios, or confidently navigate financial transitions abroad, Jerome’s goal is the same: to make expat finances simple, clear, and effective.