Joseph V Perez
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
14 years in the industry.
- UBS Financial Services Inc.Jun 2025 to now
- Miami Dade CollegeJul 2017 to now
- Morgan Stanley Smith Barney LLCMay 2022 to Jun 2025
- City National BanksMar 2022 to Jun 2022
- One Permit and Engineering Services LLCApr 2018 to Dec 2018
- Mc ManagementApr 2017 to Jan 2022
- Southwest Senior High SchoolJul 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7536391
- Firm CRD
- 8174