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Jonathan Perez

Strategic Advisers LLC

Greensboro, NC

Greensboro, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Greensboro, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • 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
The Vanguard Group, Inc. Charlotte NC 01/2021 01/2023
Northwestern Mutual Charlotte NC 05/2020 12/2020
4G Design Build Llc Statesville NC 10/2017 05/2020
Unemployed/Volunteer-Work/Extended Travel Greensboro NC 05/2017 09/2017
Tom James Company Charlotte NC 06/2016 05/2017
Uber Charlotte NC 04/2017 10/2020
Fidelity Investments Covington KY 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2020 → 12/2020
    Northwestern Mutual
    Charlotte, NC
  • 10/2017 → 05/2020
    4G Design Build Llc
    Statesville, NC
  • 05/2017 → 09/2017
    Unemployed/Volunteer-Work/Extended Travel
    Greensboro, NC
  • 06/2016 → 05/2017
    Tom James Company
    Charlotte, NC
  • 04/2017 → 10/2020
    Uber
    Charlotte, NC
  • 01/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cornelius, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2021-03-19
Other Names
  • Jonathan Perez
  • Jonathan Parks Perez

View on SEC IAPD

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