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Taj Pereira

Aspen Capital Management, LLC

Boise, ID

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Current Employers
Aspen Capital Management, Llc

101 S Capitol Blvd Suite 610, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-23
TX RA APPROVED 2025-06-19
  • ID RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-19

Branch Locations

101 S Capitol Blvd Suite 610, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments American Fork UT 10/2022 05/2025
Swog Cancer Research Network San Antonio TX 12/2020 10/2022
New Core Financial San Antonio TX 09/2020 10/2020
Motooka, Rosenberg, Lau & Oyama, Lllc. Honolulu HI 05/2020 09/2020
Chrysalis Cedar City UT 06/2019 08/2019
Brian Head Resort Brian Head UT 11/2018 04/2019
Dishone Claims Provo UT 05/2018 08/2018
Five Guys Burgers And Fries Mililani HI 03/2017 08/2017
Unemployed Mililani HI 12/2014 03/2017
University Of Hawaii, West Oahu Kapolei HI 08/2016 05/2017
Southern Utah University Cedar City UT 08/2017 04/2020
Fidelity Investments Boston MA 03/2025 05/2025
Aspen Capital Management, Llc Boise ID 05/2025 Present
  • 10/2022 → 05/2025
    Fidelity Investments
    American Fork, UT
  • 12/2020 → 10/2022
    Swog Cancer Research Network
    San Antonio, TX
  • 09/2020 → 10/2020
    New Core Financial
    San Antonio, TX
  • 05/2020 → 09/2020
    Motooka, Rosenberg, Lau & Oyama, Lllc.
    Honolulu, HI
  • 06/2019 → 08/2019
    Chrysalis
    Cedar City, UT
  • 11/2018 → 04/2019
    Brian Head Resort
    Brian Head, UT
  • 05/2018 → 08/2018
    Dishone Claims
    Provo, UT
  • 03/2017 → 08/2017
    Five Guys Burgers And Fries
    Mililani, HI
  • 12/2014 → 03/2017
    Unemployed
    Mililani, HI
  • 08/2016 → 05/2017
    University Of Hawaii, West Oahu
    Kapolei, HI
  • 08/2017 → 04/2020
    Southern Utah University
    Cedar City, UT
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 05/2025 → Present
    Aspen Capital Management, Llc
    Boise, ID
Previous Registrations
  • 2025-03-31 → 2025-06-12
    Strategic Advisers Llc
    Spanish Fork, UT
    Salt Lake City, UT
    Boston, MA
  • 2023-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
  • S66 Uniform Combined State Law Examination
    2023-02-21
Designations
Other Names
  • Taj Joshua Pereira
  • Taj Pereira

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
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