Elier Agustin Peraza

Current Employers

Employment History

• 08/2016 → 10/2019
  1St Global Capital Corp.
  San Jose, CA
• 08/2016 → 10/2019
  1St Global Advisors, Inc.
  San Jose, CA
• 08/2016 → 09/2025
  Avantax Insurance Services, Inc.
  San Jose, CA
• 08/2016 → 12/2021
  Jy Wealthcare, Llc
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  San Jose, CA
• 02/2020 → 09/2025
  Avantax Insurance Agency
  San Jose, CA
• 08/2016 → Present
  Johanson & Yau
  Campbell, CA
• 08/2016 → Present
  Jy Wealth Care
  Campbell, CA
• 08/2016 → Present
  Jy Wealth Care
  Campbell, CA
• 08/2016 → Present
  Jy Wealth Care
  Campbell, CA
• 08/2016 → Present
  Jy Wealth Care
  Campbell, CA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-08
  Avantax Advisory Services
  Campbell, CA
• 2009-10-27 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX
  Dallas, TX
  Phoenix, AZ
  San Jose, CA
• 2007-01-25 → 2009-10-12
  Waddell & Reed
  Dallas, TX

Other Businesses

1) JOHANSON & YAU POSITION: Director of Financial Services NATURE: I am the BMS advisor at Johanson and Yau INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/15/2016 ADDRESS: 42 W Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: Provide comprehensive Financial Services to the clients of our CPA firm. 2) RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2015 ADDRESS: 1284 Fremont Street, San Jose CA 95126, United States DESCRIPTION: I am just the owner. the property, collects rents, responds to emergencies etc. 3) MARTHA BOYLE 1989 TRUST POSITION: Temporary Independent Trustee NATURE: EZY077917 - Martha Boyle 1989 Trust - Irrevocable Trust. Trustee is her mom Barbara Boyle and Independent Trustee John Burghardt. Mr. Burghardt is retiring. Barbara Boyle has asked me to be the independent trustee temporarily to able to decant the assets of the trust into Martha Boyle new living trust and close this 1989 trust. Timeframe will be 90 days maximum. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2023 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: Together with trustee Barbara Boyle, I will sign the legal documents to transfer the assets of Martha Boyle 1989 trust to a new Martha Boyle Living Trust where Martha Boyle is the trustee. We will close the 1989 trust immediately. 4) JY WEALTH CARE POSITION: Director of Financial Services NATURE: JY Wealth Care is the Wealth Management Division at Johanson and Yau. I am the Director of the Division. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/14/2016 ADDRESS: 42 W Campbell Ave, Suite 300, Campbell CA 95008, United States DESCRIPTION: We provide Financial Services to our clients - Financial Plan, Investment Management, retirement planning, education planning etc.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-23

Designations