Juan Perea
Juan Perea is a registered investment advisor at Popular Securities, LLC, based in San Juan, PR, with 37 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,120 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Popular Securities provides investment management through the FMAX Program and fixed income managers. The annual advisory fee has a cap of 2.50% for the FMAX Program and 1.10% for the Fixed Income Program. The total client fee is negotiated and can be based on asset levels or a single fee rate. Program fees are charged separately by FMAX or the fixed income manager and are based on a percentage of assets under management, billed quarterly in advance. There is a minimum annual program fee. Popular Securities also receives compensation from Russell Investments for certain mutual fund sales.
Location
208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918
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Regulatory History (17)
Customer Dispute
May 2020Customer Dispute
January 2020Customer Dispute
November 2019Customer Dispute
August 2019Customer Dispute
August 2019Customer Dispute
August 2019Customer Dispute
May 2018Customer Dispute
March 2018Customer Dispute
May 2017Customer Dispute
July 2016Customer Dispute
February 2011Customer Dispute
December 2010Customer Dispute
March 2010Customer Dispute
November 2009Customer Dispute
August 2009Customer Dispute
March 2009Customer Dispute
June 1997Employment History
Current Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.