FOUNDER: Founder and Senior Vice President Perry Jones, CFFP, author of 16 books and 60 articles and numerous Quora questions, has received nearly 500,000 views of his articles, answers and books. Mr. Jones started his first business at age 9 when he bought half-penny candy and then resold it for one penny to kids in the neighborhood. Later, he filled in for the neighborhood paper boy when the paper boy was on vacation, bought boxed plastic models neighbors had received for birthdays and holidays and built the models reselling them back to the kids, started mowing lawns at age 13, began preparing his parents taxes at age 15 and by 17 was preparing taxes for the neighborhood, friends and relatives.
Founder of “Worcester Lunch Couples,” a dating service for busy white-collar workers who would meet during their lunch hour; “PayPal-to-egold,” which sold electronic gold; an online auction site; an online travel agency; a chat room; Mr. Jones also established the first IT department for State Mutual Insurance, now Hanover Insurance.
Perry established an incorporation service acting as incorporator and registered agent for companies incorporating in Delaware in the late 1980s. He also helped develop software and was instrumental in several software products and services including MathCAD; an early spreadsheet, et al, and was often sought after for his skills and expertise in AI, machine learning and neural networks.
Mr. Jones was also a partner in “Flair Management,” a Worcester/Boston area band management and promotion company and wrote for “Entertainment Source” magazine, reviewing and interviewing bands and their music. Long before the extreme security measures stemming from 9/11, Mr. Jones wrote, produced, directed and starred in the movie, “James Bond, Retired,” using Worcester Airport as the backdrop. Mr. Jones is also a poet and lyricist having written over 400 poems and the lyrics to 120+ songs.
At T. Rowe Price, Perry started as a data entry rep then quickly moved to the floor taking inbound calls where he consistently brought in $900,000 a day in new accounts. He also developed the training manual, the customer service system and was the first manager of the T. Rowe Price Customer Software Help Desk.
At 1-800-Flowers, Mr. Jones established the customer service system, developed the sales call greeting, and obtained the then-highest single sale in 1-800-Flowers history of $700 – just a year after it opened its Worcester, Mass telecenter (avg sales call - $30) and became the third-party accounting services provider for 1-800-Flowers’ Worcester office. In two years, Perry was a manager of the center, approving the $130,000 monthly telephone bill and overseeing nearly two dozen direct reports with 900 indirect reports.
(Mr. Jones was not directly employed by either 1-800-Flowers or T. Rowe Price. Perry was employed by a temp service which had deployed him to a wholly-owned subsidiary of State Mutual Insurance - 440 Financial Group, whose clients included T. Rowe Price and 1-800-Flowers.)
BBC – Billionaire Boys Club (Boston area – not the infamous L.A. BBC). Perry was tri-founder of the Billionaire Boys Club investment club of Worcester, Mass which saw returns of 34.5% in its first year. Moving to Phoenix, Arizona, Perry managed a Family Office where his counsel guided the portfolio to 100% returns year-over-year.
Next, recruited by KPMG, Perry was the sole Tax Accountant for a team that managed and prepared tax returns for several portfolios ranging from $300 million to $400 million dollars. Here, Mr. Jones developed an algorithm that separated long-term from short-term gains and interest income from dividend income, savings hundreds of hours in time and thousands of dollars in clients’ tax liability.
Author of three theories (Hyperspace Calculations, Subliminal Covert Warfare, Influence of Geography Upon Politics) and creator of two games, (Conqueror’s, Maf: Starfleet Battles), Mr. Jones was asked in 2017 to help develop the U.S. Navy’s future strategy, force structure and operational methods; ((Evolution of the Navy: The Next 50 Years) (Approved January, 2020)).
Mr. Jones’ “very particular skill set” makes all these and all new business concepts attainable and viable. Mr. Jones learns quickly and has a unique ability to take available information, even about things he knows nothing about, blow out the fluff and create a step-by-step plan for success. With proper funding, all these plans, businesses and goals are doable.
That "very particular skill set" is this:
Perry says, "I suck up information like a vacuum cleaner,"
"I absorb data like a sponge."
"I suck up other people’s skills, experiences, knowledge and wisdom, whether that is from conversations I am in or overhear, those things I observe, those things I think about, what I read in books or see on TV or YouTube, what I hear on the radio, discover on the internet, find in the library; I take all this data; vast amounts of information, and boil it down. I compare and contrast it one to another to elicit the truth."
"I separate the meat from the fat and gristle."
"I compile it, taking the essential necessary bits of wisdom and learning and experiences and turn it into a step-by-step plan that goes from “A” to “Z.”"
"I take out all the B.S. leaving only the truth."
NON-PROFITS: Perry is also noted for his Non-Profit and Volunteer Activity.
- H.E.L.P. Animal Shelter – (Help Elevate Life for Pets), volunteer then Manager.
- A.R.E Animal Shelter – (Animals Really Enhance), Co-founder and President
- Extra-Ordinary Film Festival – Founder and President
- Central Mass Scholarship Fund – Founder and President
AWARDS:
- Presidential Medal of Merit, 1991
- Army Achievement Medal, 1984
- Army Good Conduct Medal, 1984
- Employee of the Month, April 1991
- Nomination: Soldier of the Year, 1991
- Nomination: Best Private Equity Investments Professional for 2020
