Jonathan Perez

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-08-12
TX	RA	APPROVED	2021-08-12

Branch Locations

760 Stony Point Rd., Ste. C-100, Santa Rosa, CA 95407 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Rafael	CA	05/2015	07/2021
Bank Of America, N.A.	San Rafael	CA	05/2015	07/2021
Francys General Gardening	Richmond	CA	01/2005	03/2017
J.P. Morgan Securities Llc	San Rafael	CA	08/2021	Present
Jp Morgan Chase Bank, N.A.	San Rafael	CA	08/2021	Present
Olson Family Inc	Pleasant Hill	CA	01/2020	10/2020
Dos Bros Management	San Rafael	CA	12/2020	09/2025

05/2015 → 07/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Rafael, CA
05/2015 → 07/2021

Bank Of America, N.A.

San Rafael, CA
01/2005 → 03/2017

Francys General Gardening

Richmond, CA
08/2021 → Present

J.P. Morgan Securities Llc

San Rafael, CA
08/2021 → Present

Jp Morgan Chase Bank, N.A.

San Rafael, CA
01/2020 → 10/2020

Olson Family Inc

Pleasant Hill, CA
12/2020 → 09/2025

Dos Bros Management

San Rafael, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-13

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