Jason James Perez

Current Employers

Employment History

• 07/2007 → Present
  Capital Analysts Incorporated
  Radnor, PA
• 06/2012 → Present
  Lincoln Investment
  Ventura, CA

Previous Registrations

• 2007-07-09 → 2012-06-01
  Cincinnati Analysts, Inc.
  Woodland Hills, CA
  Ventura, CA
• 2007-04-02 → 2007-07-02
  Morgan Stanley & Co. Llc
  Thousand Oaks, CA
• 2005-10-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Beverly Hills, CA
  Thousand Oaks, CA
  Beverly Hills, CA

Other Businesses

CAL PACIFIC WEALTH MANAGEMENT POSITION: Proprietor/Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2007 ADDRESS: 756-D Lakefield Road, Westlake Village CA 91361, United States DESCRIPTION: Sales and service of fixed Insurance products PACIFIC CARE POSITION: Non medical assistance for those with disabilities NATURE: Youth & Adult Non-Medical Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2022 ADDRESS: 125 Auburn Ct #200, Westlake Village CA 91362, United States DESCRIPTION: Assisting families of persons with disabilities with care and companionship OCTOPUS LOUNGE POSITION: Co-Owner NATURE: Photography/Film Production INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2019 ADDRESS: 756 Lakefield Road, Westlake Vilalge CA 91361, United States DESCRIPTION: Co-Owner; Not actively involved in the day to day operations CONEJO VALLEY PICKLEBALL POSITION: Owner NATURE: Sports Leagues & Tournaments INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2024 ADDRESS: 1014 Westlake Blvd #14-201, Westlake Village CA 91361, United States DESCRIPTION: Pickleball leagues and events

Exams

• S66 Uniform Combined State Law Examination
  2005-10-18

Other Names

• Jason Perez