John Eugene Perez

Employer firm

Altitude Capital Management LLC CRD 329366

$104M 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

• 09/2000 → 12/2017
  Dj Mean Gene
  College Station, TX
• 03/2016 → 02/2018
  Principal
  College Station, TX
• 03/2016 → 02/2018
  Princor Financial Services Corp
  College Station, TX
• 12/2017 → 06/2020
  Livewire Event Group
  College Station, TX
• 08/2018 → 09/2019
  Self Employed
  College Station, TX
• 02/2020 → 12/2021
  Jim Poe & Associates, Inc.
  Fort Worth, TX
• 04/2018 → 07/2018
  Self Employed
  College Station, TX
• 05/2016 → 02/2018
  Principal Securities
  College Station, TX
• 02/2020 → 12/2021
  Trs Advisors, L.L.C.
  Forth Worth, TX
• 02/2020 → 12/2021
  Mbl Insurance Agency Dba Dfw Retirement Planners
  Fort Worth, TX
• 12/2021 → 06/2023
  The Vanguard Group, Inc.
  Dallas, TX
• 06/2022 → Present
  Dj Mean Gene
  Plano, TX
• 03/2024 → Present
  Altitude Capital Management Llc
  Des Moines, IA

Previous Registrations

• 2022-02-03 → 2023-07-25
  Vanguard Advisers, Inc.
  Malvern, PA
  Plano, TX
• 2020-02-19 → 2021-12-17
  Jim Poe & Associates, Inc.
  Dallas, TX
  Ft. Worth, TX
• 2020-02-14 → 2021-12-17
  Trs Advisors, Llc
  Dallas, TX
  Fort Worth, TX
• 2018-08-29 → 2019-09-05
  Element Retirement & Investment Consultants, L.L.C.
  College Station, TX
• 2018-04-26 → 2018-07-18
  Brookstone Capital Management Llc
  College Station, TX
  Wheaton, IL
• 2016-05-06 → 2018-02-24
  Principal Securities, Inc.
  College Station, TX
  College Station, TX
  College Station, TX
  Houston, TX
• 2014-11-24 → 2016-04-29
  Transamerica Financial Advisors, Llc
  College Station, TX
  College Station, TX
  Austin, TX
• 2014-09-26 → 2014-10-23
  Park Avenue Securities Llc
  Houston, TX
• 2013-12-19 → 2014-02-27
  Valic Financial Advisors, Inc.
  Houston, TX
• 2008-08-14 → 2009-07-02
  Chase Investment Services Corp.
  College Station, TX
• 2006-10-10 → 2007-04-04
  Mml Investors Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX
• 2006-04-20 → 2006-09-18
  Waddell & Reed
  Edmond, OK
  Webster, TX

Other Businesses

NAME OF BUSINESS: John Eugene Perez Property/Casualty Insurance INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Insurance Agent Licensed POSITION: Insurance Agent Licensed START DATE: 1/26/2001 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintaining licenses only. NAME OF BUSINESS: John Eugene Perez Life/Health Insurance INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Insurance Agent Licensed POSITION: Insurance Agent Licensed START DATE: 5/16/2003 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintaining licenses only. NAME OF BUSINESS: DJ Mean Gene NON-INVESTMENT RELATED ADDRESS (City/State): Plano, TX NATURE OF BUSINESS: Retail/Service POSITION: Owner START DATE: 06/2022 APPROX. HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Disc jockey service playing music for venues and private engagements.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-04
• S65 Uniform Investment Adviser Law Examination
  2006-04-19

Designations

• Certified Financial Planner

Other Names

• John Eugene Perez
• Gene Perez
• John Perez