Jimmy PerezCRD Number: 6902471
Current Firm: Citigroup Global Markets Inc.
Jimmy Perez (CRD# 6902471) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Citigroup||Miami, FL||Jul 2019 - Current||3|
|Boston University||Boston, MA||Sep 2018 - May 2019||< 1|
|Boston University||Boston, MA||Sep 2015 - May 2019||3|
|Citigroup||New York, NY||Jun 2018 - Aug 2018||< 1|
|Pwc||Boston, MA||Jun 2017 - Jul 2017||< 1|
|Boston University||Boston, MA||Jan 2017 - May 2017||< 1|
|Doral Academy Charter High School||Doral, FL||Aug 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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