Juan Marcelo Perez
Investment adviser representative at Alhambra Investment Management LLC
19 yearsExperience
1 stateRegistered in
$320.2MFirm assets
20 yearsFirm in business
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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
19 years in the industry.
- Jm Capital Management, Inc.Jun 2021 to now
- Alhambra Investment Management, LLCJun 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Alhambra Investment Management LLC
$320.2MAssets managed
202Clients
5Advisers
20 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
- 5371140
- Firm CRD
- 138537