Valerie Maria Perez

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:

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

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 10/1992 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX

Previous Registrations

• 2006-10-24 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  New Orleans, LA
  New Orleans, LA
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-10-20

Other Names

• Valerie Maria Perez
• Valerie Maria Perez-Augusta
• Valerie Maria Perez
• Valerie Maria Favaroth
• Valerie Maria Favaroth
• Valerie Maria Perez
• Valerie Maria Ragas