Derek Matthew Perez

Employer firm

Frost Investment Services CRD 286129

$3.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 11/2025
  Frost Brokerage Services
  San Antonio, TX
• 02/2020 → 06/2023
  H.E.B.
  San Antonio, TX
• 11/2018 → 06/2019
  The Wash Tub Car Wash
  San Antonio, TX
• 08/2019 → 05/2023
  University Of Texas At San Antonio
  San Antonio, TX
• 08/2015 → 05/2019
  Churchill High School
  San Antonio, TX
• 11/2025 → Present
  Frost Investment Services
  Boerne, TX
• 11/2025 → Present
  Frost Brokerage Services
  Boerne, TX

Other Businesses

(1) Peel Good Cleaning; Not investment related; San Antonio, TX; Cleaning business for residential and commercial properties; Co-owner; Started 4/2025; Approx. 8hrs/mo; Not during securities trading hrs; Wife handles most of the duties for the business. I assist with budgeting and payroll.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-10