Julian Perez
Investment adviser representative at J.P. Morgan Securities LLC
9 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- J.P. Morgan Securities LLCApr 2022 to now
- JPMorgan Chase Bank, N.A.Apr 2022 to now
- Fidelity Personal and Workplace AdvisorsJun 2020 to Apr 2022
- Fidelity Brokerage Services LLCMay 2020 to Apr 2022
- Fidelity InvestmentsMay 2020 to Apr 2022
- UBSNov 2017 to May 2020
- UBS Financial Services IncNov 2017 to May 2020
- Financial PrinciplesJul 2017 to Nov 2017
- UnemployedMay 2017 to Jun 2017
- Traphagen Financial GroupJan 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 6292742
- Firm CRD
- 79