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Francis T Perez

Morgan Stanley

Mount Laurel, NJ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-20
PA RA APPROVED 2026-05-20
  • NJ RA
    APPROVED
    Since 2026-05-20
  • PA RA
    APPROVED
    Since 2026-05-20

Branch Locations

330 Fellowship Road, Mount Laurel, NJ 08054 • 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
J.P.MOrgan Securities Llc Morristown NJ 07/2013 05/2019
Jpmorgan Chase Bank Na Morristown NJ 07/2013 05/2019
Morgan Stanley Mount Laurel NJ 04/2026 Present
Bank Of America New York NY 09/2022 04/2026
Phido A Phillips Compnay Easton PA 03/2021 03/2022
Galvanize Inc New York NY 11/2020 02/2021
Unemployed / Career Transition Jersey City NJ 06/2019 10/2020
Unemployed Jersey City NJ 04/2022 08/2022
Morgan Stanley Private Bank, N.A New York NY 07/2026 Present
  • 07/2013 → 05/2019
    J.P.MOrgan Securities Llc
    Morristown, NJ
  • 07/2013 → 05/2019
    Jpmorgan Chase Bank Na
    Morristown, NJ
  • 04/2026 → Present
    Morgan Stanley
    Mount Laurel, NJ
  • 09/2022 → 04/2026
    Bank Of America
    New York, NY
  • 03/2021 → 03/2022
    Phido A Phillips Compnay
    Easton, PA
  • 11/2020 → 02/2021
    Galvanize Inc
    New York, NY
  • 06/2019 → 10/2020
    Unemployed / Career Transition
    Jersey City, NJ
  • 04/2022 → 08/2022
    Unemployed
    Jersey City, NJ
  • 07/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-06
S63 Uniform Securities Agent State Law Examination 2013-10-23
  • S66 Uniform Combined State Law Examination
    2026-04-06
  • S63 Uniform Securities Agent State Law Examination
    2013-10-23
Other Names
  • Francis Thomas Perez
  • Francis Perez

View on SEC IAPD

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CYNTHIA E JONES
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JOHN BORREGGINE
JOSEPH GORDON DEHN

Other Offices

GENRISE WEALTH ADVISORS LLC · MT. LAUREL, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Mount Laurel, NJ
LPL FINANCIAL LLC · MT LAUREL, NJ
CREATIVEONE WEALTH, LLC · Mt. Laurel, NJ
GSG ADVISORS LLC · MOUNT LAUREL, NJ
VALIC FINANCIAL ADVISORS, INC. · MOUNT LAUREL, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOUNT LAUREL, NJ
GSG ADVISORS LLC · MT LAUREL, NJ

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