Victor Manuel 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

• 12/2015 → Present
  Jp Morgan Securities Llc
  Akron, OH

Previous Registrations

• 2012-10-01 → 2014-04-10
  J.P. Morgan Securities Llc
  Bronx, NY
  Bronx, NY
  Bronx, NY
• 2011-12-06 → 2012-10-01
  Chase Investment Services Corp.
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/3/2018 ADDRESS: Nizao de Bani, The Dominican Republic DETAILS: Real Estate property in The Dominican Republic INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2011-12-04
• S63 Uniform Securities Agent State Law Examination
  2009-12-29

Other Names

• Victor M Perez