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Jonathan Perez

J.P. Morgan Securities LLC

San Rafael, CA

Santa Rosa, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-12
TX RA APPROVED 2021-08-12
  • CA RA
    APPROVED
    Since 2021-08-12
  • TX RA
    APPROVED
    Since 2021-08-12

Branch Locations

300 Las Gallinas Ave, San Rafael, CA 94903 • United States

760 Stony Point Rd., Ste. C-100, Santa Rosa, CA 95407 • 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
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-13
  • S66 Uniform Combined State Law Examination
    2017-07-13
Other Names
  • Jonathan Raul Perez
  • Jonathan R Perezmorales
  • J Perezmorales
  • Jonathan Perez
  • Jonathan Raul Perez Morales

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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