Jorge Ramon Perez

Employer firm

Dmk Advisor Group, Inc. CRD 41067

$131M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → Present
  American National Insurance Co.
  Longwood, FL
• 06/2015 → 06/2019
  Royal Alliance
  Winter Springs, FL
• 06/2019 → Present
  Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd.)
  Lakewood, CO

Previous Registrations

• 2024-03-20 → 2025-12-05
  Compass Financial Management Llc
  Lutz, FL
• 2017-11-28 → 2019-07-01
  Osaic Wealth, Inc.
  Lutz, FL
  Winter Springs, FL
  Winter Springs, FL
  Princeton, NJ

Other Businesses

1. DMG FINANCIAL LLC SINCE 09/01/2009 7114 W. JEFFERSON AVE., STE. 305, LAKEWOOD, CO 80235 INV-RELATED- MANAGING MEMBER, GENERAL OPERATIONS, HIRING AND SALES. APPROX 10HRS/MONTH. RELATED TO DMK ADVISOR GROUP INC. 2. PROPERTY RENTALS POSITION: OWNER NATURE: real-estate rentals as sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 HOURS/MONTH START DATE: 2004 ADDRESS: 308 Hazelnut St., Winter Springs FL 32708 3. SOPER,PEREZ AND ASSOCIATES INC. POSITION: President Owner NATURE: General Line Agency Property and Casualty INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 HOURS/Month START DATE: 01/01/1990 ADDRESS: 506 east state rd 434, Winter Springs FL 32708, United States DESCRIPTION: Overall management of company and and follow up of daily sales activity 4. DMK Advisory Group, board member and registered rep and IAR, investment related yes, start date 8/2019, Hours: 40 trading hours per month Address: 17461 Hunting Bow Circle Suite 102 Lutz, FL 5. DMK Advisor Group LLC, broker dealer, board member and registered rep and IAR, investment related yes, start date 1/2020, Hours: 100 hours per month Address: 17461 Hunting Bow Circle Suite 102 Lutz, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-03-28

Other Names

• Jorge Perez