Robert A. Perez
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
3 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
14 years in the industry.
- J.P. Morgan Securities LLCFeb 2024 to now
- JPMorgan Chase Bank, N.A.Feb 2024 to now
- Northwestern Mutual Investment Services LLCJun 2023 to Jan 2024
- Northwestern Mutual Life Insurance CompanyJun 2023 to Jan 2024
- The Sandbar Ocean BeachMay 2021 to May 2023
- Brookhaven Learning CenterJan 2021 to Jun 2021
- Clare Rose IncJul 2020 to Jan 2021
- Texas Roadhouse, Inc.Jun 2019 to Nov 2019
- Maple Avenue MarinaAug 2015 to Sep 2019
- Hometown CafeSep 2012 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7749008
- Firm CRD
- 79