Jose Luis Perich

Employer firm

Concorde Asset Management, LLC CRD 140367

$598M regulatory AUM 898 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

• 12/2014 → 08/2017
  Hapoalim Securities Usa, Inc.
  Aventura, FL
• 08/2017 → 01/2018
  Unemployed
  Aventura, FL
• 01/2018 → 07/2018
  Self Employed
  Miami, FL
• 07/2018 → 09/2019
  Citigroup
  Miami, FL
• 09/2019 → 07/2022
  A.G.P. / Alliance Global Partners
  Miami, FL
• 07/2022 → 12/2022
  Efg Capital International Corp
  Miami, FL
• 12/2022 → 03/2023
  Unemployed
  Miami, FL
• 03/2023 → 03/2024
  Compliance Consultant
  Miami, FL
• 03/2024 → 09/2024
  Creand Wealth Management
  Miami, FL
• 08/2026 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 08/2026 → Present
  Concorde Asset Management
  Ann Arbor, MI
• 09/2024 → 08/2026
  Compliance Consultant
  Miami, FL

Previous Registrations

• 2024-06-19 → 2024-09-10
  Creand Management
  Miami, FL
• 2022-08-09 → 2022-12-01
  Efg Private Wealth Management (Americas) Corp.
  Miami, FL
• 2019-09-06 → 2022-06-30
  A.G.P. / Alliance Global Partners
  Miami, FL
• 2018-10-10 → 2019-09-16
  Citigroup Global Markets Inc.
  Miami, FL

Other Businesses

1. Concorde Asset Management. Investment related. Ann Arbor, MI. Senior Compliance Officer for RIA firm. Start date: August 2026. Full time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-08
• S63 Uniform Securities Agent State Law Examination
  1999-08-12