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Joseph Anthony Perez

J.P. Morgan Securities LLC

Saint Petersburg, FL

CRD 7852656

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-11
TX RA APPROVED 2024-03-09
  • FL RA
    APPROVED
    Since 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-09

Branch Locations

3740 4Th St N, Saint Petersburg, FL 33704 • 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
Jpmorgan Chase Bank, N.A. St Petersburg FL 01/2024 Present
J.P. Morgan Securities Llc St Petersburg FL 01/2024 Present
Jpmorgan Chase Bank, Na Tampa FL 12/2021 01/2024
Sales Benchmark Index, Llc Tampa FL 10/2021 12/2021
Westshore Home Ocala FL 05/2020 07/2021
Wittenberg Weiner Consulting Tampa FL 08/2019 10/2019
Hotels At Home Paris 10/2019 04/2020
Visual Awareness Technologies & Consulting Tampa FL 07/2009 06/2019
Navy Tampa FL 05/2018 02/2019
Oasis Outsourcing Tampa FL 11/2011 08/2018
Unemployed Tampa FL 07/2019 07/2019
Unemployed Tampa FL 08/2021 09/2021
  • 01/2024 → Present
    Jpmorgan Chase Bank, N.A.
    St Petersburg, FL
  • 01/2024 → Present
    J.P. Morgan Securities Llc
    St Petersburg, FL
  • 12/2021 → 01/2024
    Jpmorgan Chase Bank, Na
    Tampa, FL
  • 10/2021 → 12/2021
    Sales Benchmark Index, Llc
    Tampa, FL
  • 05/2020 → 07/2021
    Westshore Home
    Ocala, FL
  • 08/2019 → 10/2019
    Wittenberg Weiner Consulting
    Tampa, FL
  • 10/2019 → 04/2020
    Hotels At Home
    Paris
  • 07/2009 → 06/2019
    Visual Awareness Technologies & Consulting
    Tampa, FL
  • 05/2018 → 02/2019
    Navy
    Tampa, FL
  • 11/2011 → 08/2018
    Oasis Outsourcing
    Tampa, FL
  • 07/2019 → 07/2019
    Unemployed
    Tampa, FL
  • 08/2021 → 09/2021
    Unemployed
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-20
  • S66 Uniform Combined State Law Examination
    2023-06-20

View on SEC IAPD

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