Jesse Perez, financial advisor Shreveport LA
93 score

Jesse Perez

CRD Number: 5289022
Current Firm: J.p. Morgan Securities LLC

Jesse Perez (CRD# 5289022) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Shreveport, LA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Bossier City, LA Oct 2012 - Current 4
Jp Morgan Chase Bank Na Shreveport, LA Jun 2008 - Current 8
Chase Investment Services Corp. Shreveport, LA Jun 2008 - Oct 2012 4
Edward Jones St. Louis, MO Feb 2007 - Apr 2008 1
First Tower, Corp Minden, LA Mar 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Jesse R. Perez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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