Julian Perez (CRD# 6292742) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoboken, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Hoboken, NJ | Apr 2022 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Hoboken, NJ | Apr 2022 - Current | 2 |
| Fidelity Personal And Workplace Advisors | New York, NY | Jun 2020 - Apr 2022 | 1 |
| Fidelity Brokerage Services LLC | New York, NY | May 2020 - Apr 2022 | 1 |
| Fidelity Investments | New York, NY | May 2020 - Apr 2022 | 1 |
| Ubs Financial Services Inc. | Weehawken, NJ | Nov 2017 - May 2020 | 2 |
| Ubs | Weehawken, NJ | Nov 2017 - May 2020 | 2 |
| Ubs Financial Services | Weehawken, NJ | Nov 2017 - May 2020 | 2 |
| Financial Principles | Fairfield, NJ | Jul 2017 - Nov 2017 | < 1 |
| Unemployed | North Bergen, NJ | May 2017 - Jun 2017 | < 1 |
| Traphagen Financial Group | Oradell, NJ | Jan 2016 - Apr 2017 | 1 |
| Traphagen Financial Group | Oradell, NJ | Jan 2016 - Mar 2017 | 1 |
| William Paterson University Of New Jersey | Wayne, NJ | Sep 2011 - Dec 2015 | 4 |
| Ameriprise Financial | Minneapolis, MN | Jun 2015 - Aug 2015 | < 1 |
| Mid Altantic Resource Group | North Bergen, NJ | Jun 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- NJ
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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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