Justin Perez
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Advisors LLCMay 2023 to now
- Cetera Financial Specialists LLCMay 2023 to now
- Cetera Investment Services LLCMay 2023 to now
- Cetera Wealth Services, LLCMay 2023 to now
- Jeanne GibsonSep 2024 to Sep 2024
- Vickie IntriagoJun 2021 to May 2023
- Cetera Financial GroupJan 2021 to Jun 2021
- Compex Legal Services IncMay 2020 to Dec 2020
- Cetera Financial GroupJan 2020 to Apr 2020
- John F Maher MdJan 2018 to Dec 2019
- Msla Management LLCJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7213467
- Firm CRD
- 105644