Jaime PerezCRD Number: 5965341
Current Firm: Transamerica Financial Advisors, Inc.
Jaime Perez (CRD# 5965341) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Dthera Sciences||San Diego, CA||Feb 2018 - Current||< 1|
|Health Insurance||San Diego, CA||Aug 2015 - Current||2|
|Transamerica Financial Advisors, Inc.||San Diego, CA||Apr 2013 - Current||5|
|World Financial Group, Inc.||San Diego, CA||Mar 2013 - Current||5|
|Agent Elite, Inc.||Newport Beach, CA||Feb 2017 - Feb 2018||1|
|Secure Car Care, LLC||Las Vegas, NV||Jan 2017 - Feb 2017||< 1|
|Pacific Nissan||San Diego, CA||Sep 2016 - Jan 2017||< 1|
|California Lifeline Agent||Imperial Beach, CA||Jun 2016 - Jan 2017||< 1|
|Health Insurance||San Diego, CA||Sep 2013 - Dec 2015||2|
|Southwest Securities, Inc.||San Diego, CA||Jul 2011 - Mar 2013||1|
|Jaime Daniel Perez||San Ysidro, CA||Dec 1999 - Jun 2011||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VI, VT, WA, WI, WV
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