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Jeffrey Brian Pereira

Jbp Financial LLC

North Smithfield, RI

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Current Employers
Jbp Financial Llc

North Smithfield, RI • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2022-11-14
  • RI RA
    APPROVED
    Since 2022-11-14

Branch Locations

North Smithfield, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlantis Asset Management New York NY 05/2013 03/2022
Jeffrey Brian Pereira North Smithfield RI 04/2022 04/2025
Jbp Financial Llc North Smithfield RI 04/2025 Present
  • 05/2013 → 03/2022
    Atlantis Asset Management
    New York, NY
  • 04/2022 → 04/2025
    Jeffrey Brian Pereira
    North Smithfield, RI
  • 04/2025 → Present
    Jbp Financial Llc
    North Smithfield, RI
Previous Registrations
  • 2013-05-30 → 2022-11-07
    Atlantis Asset Management, Llc
    New York, NY
  • 2006-04-06 → 2011-12-31
    Capital Management Group, Llc
    East Providence, RI
  • 2002-07-24 → 2005-08-29
    Morgan Stanley Dw Inc.
    Providence, RI
Other Businesses

1. Beginning in 2006, started to sell life insurance, not investment related. Accounts for about 5% of his time, none during security hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-02
  • S66 Uniform Combined State Law Examination
    2001-03-02

View on SEC IAPD

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