Best Investors Account Sign in

Jessica Dolores Perez

J.P. Morgan Securities LLC

New York, NY

CRD 7406858

Claim This Profile
Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-02
TX RA APPROVED 2022-11-16
  • NY RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2022-11-16

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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 Chicago IL 07/2021 Present
Jpmorgan Chase Bank, N.A. Chicago IL 07/2021 Present
Jpmorgan Chase & Co. Chicago IL 06/2020 08/2020
Uchicago Medicine Department Of Radiology Chicago IL 12/2019 05/2021
Cook County Public Defender's Office Chicao IL 06/2019 08/2019
Uchicago Medicine Department Of Radiology Administrative Office Chicago IL 10/2018 06/2019
Uchicago Neighborhood Schools Program Chicago IL 11/2017 12/2018
Women's Business Development Center Chicago IL 06/2018 08/2018
University Of Chicago Chicago IL 09/2017 06/2021
Ruffalo Noel Levitz Chicago IL 07/2019 12/2020
Unemployed Chicago IL 06/2011 10/2017
  • 07/2021 → Present
    Chicago, IL
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 06/2020 → 08/2020
    Jpmorgan Chase & Co.
    Chicago, IL
  • 12/2019 → 05/2021
    Uchicago Medicine Department Of Radiology
    Chicago, IL
  • 06/2019 → 08/2019
    Cook County Public Defender's Office
    Chicao, IL
  • 10/2018 → 06/2019
    Uchicago Medicine Department Of Radiology Administrative Office
    Chicago, IL
  • 11/2017 → 12/2018
    Uchicago Neighborhood Schools Program
    Chicago, IL
  • 06/2018 → 08/2018
    Women's Business Development Center
    Chicago, IL
  • 09/2017 → 06/2021
    University Of Chicago
    Chicago, IL
  • 07/2019 → 12/2020
    Ruffalo Noel Levitz
    Chicago, IL
  • 06/2011 → 10/2017
    Unemployed
    Chicago, IL
Other Businesses

Entity Name: Rover Investment related: No Address: 720 Olive Way, Suite 1900, Seattle, WA 98101, USA/Website: https://www.rover.com Nature of the other business: Pet Sitting Position/Title/Relationship: Employee/Contractor Start Date: 02/27/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rover is an online marketplace and mobile app connecting pet parents with local, vetted pet sitters and dog walkers. It provides services including dog walking and dog sitting and drop-in visits. My responsibilities would include dog walking and dog sitting. This role is not similar to my firm role and to my knowledge, there is no connection to JPMorgan Chase.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-02
  • S66 Uniform Combined State Law Examination
    2021-12-02

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor