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Jarrett James Perez

D.A. Davidson & Co.

Fresno, CA

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-18
CA RA APPROVED 2013-11-25
  • TX RA
    APPROVED
    Since 2018-09-18
  • CA RA
    APPROVED
    Since 2013-11-25

Branch Locations

7110 N. Fresno St. Suite 450, Fresno, CA 93720 • 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
Two Oaks Investment Management, Llc Fresno CA 08/2010 05/2021
D.A. Davidson & Co. Fresno CA 11/2013 Present
  • 08/2010 → 05/2021
    Two Oaks Investment Management, Llc
    Fresno, CA
  • 11/2013 → Present
    D.A. Davidson & Co.
    Fresno, CA
Previous Registrations
  • 2011-06-08 → 2021-05-13
    Two Oaks Investment Management, Llc
    Clovis, CA
  • 2013-11-04 → 2013-11-25
    Crowell Weedon & Co.
    Fresno, CA
  • 2007-06-08 → 2013-11-04
    Crowell, Weedon & Co.
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-13
S66 Uniform Combined State Law Examination 2004-01-16
  • S65 Uniform Investment Adviser Law Examination
    2011-07-13
  • S66 Uniform Combined State Law Examination
    2004-01-16
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Fresno, CA
RBC CAPITAL MARKETS, LLC · FRESNO, CA
USI ADVISORS · Fresno, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
LPL FINANCIAL LLC · FRESNO, CA
BEACON POINTE ADVISORS, LLC · FRESNO, CA

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