Jonathan Perez (CRD# 7248539) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cornelius, NC and has over 3 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jan 2023 - Current | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Jan 2021 - Jan 2023 | 2 |
| Northwestern Mutual | Charlotte, NC | May 2020 - Dec 2020 | < 1 |
| Uber | Charlotte, NC | Apr 2017 - Oct 2020 | 3 |
| 4g Design Build LLC | Statesville, NC | Oct 2017 - May 2020 | 2 |
| Unemployed/volunteer-work/extended Travel | Greensboro, NC | May 2017 - Sep 2017 | < 1 |
| Tom James Company | Charlotte, NC | Jun 2016 - May 2017 | < 1 |
| Appalachian State University | Boone, NC | Aug 2012 - May 2016 | 3 |
| Hospitality Mints | Boone, NC | May 2015 - Aug 2015 | < 1 |
| Center For Creative Leadership | Greensboro, NC | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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