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Isai Perez

J.P. Morgan Securities LLC

Palm Desert, 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 2026-01-28
TX RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED
    Since 2026-01-28

Branch Locations

72950 Highway 111, Palm Desert, CA 92260 • 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
J.P. Morgan Securities Llc Palm Desert CA 01/2026 Present
Jpmorgan Chase Bank, N.A. Palm Desert CA 01/2026 Present
Bank Of America/Merrill Lynch Menifee CA 11/2019 01/2026
Wells Fargo Hemet CA 03/2015 11/2019
  • 01/2026 → Present
    J.P. Morgan Securities Llc
    Palm Desert, CA
  • 01/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Palm Desert, CA
  • 11/2019 → 01/2026
    Bank Of America/Merrill Lynch
    Menifee, CA
  • 03/2015 → 11/2019
    Wells Fargo
    Hemet, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-30
S63 Uniform Securities Agent State Law Examination 2018-04-12
  • S66 Uniform Combined State Law Examination
    2021-03-30
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Palm Desert, CA
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PALM DESERT, CA
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