John Eugene Perez
Investment adviser representative at Altitude Capital Management LLC
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$103.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Altitude Capital Management LLCMar 2024 to now
- Dj Mean GeneJun 2022 to now
- The Vanguard Group, Inc.Dec 2021 to Jun 2023
- Jim Poe & Associates, Inc.Feb 2020 to Dec 2021
- Mbl Insurance Agency dba Dfw Retirement PlannersFeb 2020 to Dec 2021
- Trs Advisors, L.L.C.Feb 2020 to Dec 2021
- Self EmployedAug 2018 to Sep 2019
- Self EmployedApr 2018 to Jul 2018
- Livewire Event GroupDec 2017 to Jun 2020
- Principal SecuritiesMay 2016 to Feb 2018
- PrincipalMar 2016 to Feb 2018
- Princor Financial Services CorpMar 2016 to Feb 2018
- Dj Mean GeneSep 2000 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Altitude Capital Management LLC
$103.6MAssets managed
488Clients
34Advisers
2 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
- 2658547
- Firm CRD
- 329366