Jason Perez is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
26 Main St, Ste 101, Chatham, NJ, 07928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the treasurer of Springfield Basketball Association LLC, spending minimal time on creating budgets and handling deposits/withdrawals. He also has 100% ownership in J Perez Group, LLC, dedicating full-time hours, and J Perez Tax Group, LLC, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Goldman, Sachs & CO.Broker
State Registrations21 states
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