Joshua Ryan Perez
Investment adviser representative at Breckinridge Capital Advisors Inc
15 yearsExperience
1 stateRegistered in
CFADesignation
$54.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Breckinridge Capital Advisors, Inc.Jul 2018 to now
- Sun Life FinancialSep 2011 to Jul 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Breckinridge Capital Advisors Inc
$54.3BAssets managed
18,447Clients
29Advisers
33 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
- 7593408
- Firm CRD
- 107143