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Mathew Lee Perez

Edward Jones

St. Louis, MO

Tempe, AZ

Phoenix, AZ

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-02-13
AZ RA APPROVED 2023-09-06
  • MO RA
    APPROVED
    Since 2025-02-13
  • AZ RA
    APPROVED
    Since 2023-09-06

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

8640 S River Parkway, Tempe, AZ 85284 • United States

Phoenix, AZ • 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
Charles Schwab & Co., Inc. Phoenix AZ 02/2016 08/2023
Charles Schwab Bank Pasadena CA 05/2017 08/2019
Edward Jones Tempe AZ 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2016-07-29

View on SEC IAPD

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