Jessica Perez, financial advisor Newport Beach CA

Jessica Perez

CRD Number: 7120803
Current Firm: Goldman Sachs Ayco Personal Financial Management

Jessica Perez (CRD# 7120803) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Newport Beach, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Newport Beach CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Newport Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Newport Beach CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
Goldman Sachs & Company LLC Irvine, CA Jan 2021 - Current 2
The Ayco Company, L.p./mercer Allied Irvine, CA Apr 2019 - Jan 2021 1
Unemployed Santa Ana, CA Dec 2018 - Apr 2019 < 1
Stearns Lending, LLC Santa Ana, CA Oct 2016 - Nov 2018 2
University Of Redlands Redlands, CA Jan 2016 - Apr 2018 2
Carrington Mortgage Holdings, LLC Aliso Viejo, CA Sep 2014 - Oct 2016 2
Olive Crest Santa Ana, CA Sep 2011 - Nov 2014 3
City National Bank Costa Mesa, CA Jul 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Jessica M. Perez
Phone Number: 518-886-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    31,819
    MILLIONS
  • Total Number of Accounts
    64,043
    ACCOUNTS
  • Average Account Value
    $496,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.