Broker Check


September 30, 2021


Jay L. Perry of Turning Point Financial, a registered investment adviser in Frederick, Md., has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.

Perry, a resident of Williamsport, Md. is a Financial Advisor for Turning Point Financial in Frederick, Md. Perry specializes in helping families align their money with their goals and values to create a meaningful life and a meaningful legacy. “There can be a lot of confusion about fees and commissions, and whether or not an advisor is working in your best interest,” said Perry. “The [AIF®] designation is about holding advisors to a higher standard, making sure everything we do is held to the highest levels of legal and ethical fiduciary trust.”

Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.


About Turning Point Financial

For over 25 years, the advisors at Turning Point Financial have been helping people with investments, insurance, and retirement planning. They have been voted the “Best of the Best” Financial Planning Company in The Frederick News-Post for the past three years. Learn more at

About Fi360

Fi360, a Broadridge company, is a fiduciary education, training and technology company, helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Learn more at, via Twitter or on LinkedIn.