Jorge Ramon Perez
Investment adviser representative at Dmk Advisor Group, Inc.
34 yearsExperience
3 statesRegistered in
$130.8MFirm assets
5 yearsFirm in business
Are you Jorge Ramon Perez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Dmk Advisor Group, Inc.Jan 2022 to now
- Dmk Advisors (formerly Stephen A. Kohn & Associates, Ltd.)Jun 2019 to now
- American National Insurance Co.Jan 1992 to now
- Royal AllianceJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, PR).
Dmk Advisor Group, Inc.
$130.8MAssets managed
515Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2253547
- Firm CRD
- 41067