Justin Perez (CRD# 7300228) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Hartford, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | East Hartford, CT | Apr 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | East Hartford, CT | Apr 2024 - Current | < 1 |
| Prudential Insurance Company Of America | Glastonbury, CT | Jan 2022 - Apr 2024 | 2 |
| Pruco Securities, LLC | Glastonbury, CT | Jul 2021 - Apr 2024 | 2 |
| La Vita | East Haddam, CT | Jun 2021 - Nov 2022 | 1 |
| Johnson And Wales University | Providence, RI | Sep 2019 - May 2021 | 1 |
| David Burke Prime | Mashantucket, CT | Jul 2020 - Dec 2020 | < 1 |
| Shipwrights Daughter | Mystic, CT | May 2020 - Jul 2020 | < 1 |
| Town Of Lebanon- Public Works | Lebanon, CT | Jun 2019 - Aug 2019 | < 1 |
| Franklin Pierce University | Rindge, NH | Jan 2018 - May 2019 | 1 |
| Subway | Bolton, CT | Aug 2017 - Dec 2017 | < 1 |
| Manchester Community College | Manchester, CT | Aug 2017 - Dec 2017 | < 1 |
| Tompkins Cortland Community College | Dryden, NY | Aug 2015 - May 2017 | 1 |
| Rham High School | Hebron, CT | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CT
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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